Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Adams Wealth Advisors Dynamic Growth Strategy n/a in their Schedule of Assets, totaling $60K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | L.W. MILLER PROFESSIONAL SERVICES INC. L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN | LOGAN UT | 112 | $5.9M | $60K |
