Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding 103(a)(3)(C) – 29 with the Employee Retirement Income Security Act of 1974 (ERISA) Section 103(a)(3)(C) pursuant to CFR 2520.103-8 in their Schedule of Assets, totaling $5K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MASTER-HALCO, INC. MASTER-HALCO, INC. RETIREMENT SAVINGS VALUE PLAN | DALLAS OH | 1,240 | $74.1M | $3K |
| 2 | CARDIOVASCULAR CONSULTANTS OF KANSAS, P.A. CARDIOVASCULAR CONSULTANTS OF KANSAS, P.A. 401(K) PROFIT SHARING PLAN | WICHITA KS | 14 | $7.8M | $3K |