Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AC Foc Lg Cp Val Lnv Registered investment companies in their Schedule of Assets, totaling $250K 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 | GEO SERVICES, LLC GEO SERVICES, LLC 401(K) PLAN | SIGNAL HILL CA | 154 | $21.6M | $250K |
