Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 1919 Investment Counsel 1919 Socially Responsive Balanced I Fund in their Schedule of Assets, totaling $3K 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 | STAGWELL MARKETING GROUP LLC STAGWELL MARKETING GROUP 401K PLAN | WASHINGTON DC | 1,696 | $503.4M | $3K |
