Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 2520.103-8 of the DOL’s Rules and Regulations for Reporting and Disclosure under ERISA. Therefore, as 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 | BOYNTON CANYON MANAGEMENT CO DBA ENCHANTMENT BOYNTON CANYON MANAGEMENT CO. 401(K) PLAN | SEDONA AZ | 670 | $10.8M | $3K |
