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Financial Industries Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 297 retirement plans report an interest in this investment, totaling $18.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
297
Reported interest (EOY)
$18.7M
Data source
DOL Form 5500 · Schedule D
Plans holding Financial Industries Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AHMUTY, DEMERS & MCMANUS AHMUTY, DEMERS & MCMANUS 401(K) PLAN | ALBERTSON NY | 106 | $33.1M | $1.1M |
| 2 | WEST WICHITA FAMILY PHYSICIANS, P.A. WEST WICHITA FAMILY PHYSICIANS, P.A. PROFIT SHARING PLAN AND 401(K) | WICHITA KS | 193 | $75.0M | $895K |
| 3 | GRAIN & FEED ASSOCIATION OF ILLINOIS GRAIN & FEED ASSOCIATION OF ILLINOIS MEMBERS CHOICE 401(K) PLAN | SPRINGFIELD IL | 378 | $39.5M | $694K |
| 4 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $617K |
| 5 | CLINCHOICE INC. CLINCHOICE INC. 401(K) PROFIT SHARING PLAN | HORSHAM PA | 226 | $29.0M | $507K |
| 6 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $503K |
| 7 | ARC EXCESS & SURPLUS, LLC ARC EXCESS & SURPLUS, LLC 401(K) PLAN | JERICHO NY | 180 | $32.6M | $495K |
| 8 | INTERSTATE TRUCK CENTER, LLC INTERSTATE TRUCK CENTER, LLC 401(K) PROFIT SHARING PLAN | STOCKTON CA | 150 | $18.9M | $466K |
| 9 | DONNELLY-BOLAND AND ASSOCIATES DONNELLY-BOLAND AND ASSOCIATES 401(K) SAVINGS PLAN | PITTSBURGH PA | 383 | $48.4M | $429K |
| 10 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $402K |
See all 297 plans holding Financial Industries Fund
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