Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Alerus Financial, N.A. Vanguard Equity income- Admiral in their Schedule of Assets, totaling $2.0M 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 | LOOS MACHINE & AUTOMATION, LLC LOOS MACHINE & AUTOMATION, LLC 401(K) PROFIT SHARING PLAN | COLBY WI | 120 | $17.9M | $1.0M |
| 2 | BARREL ACCESSORIES & SUPPLY COMPANY, INC. BARREL ACCESSORIES & SUPPLY CO., INC. PROFIT SHARING & SAVING PLAN | UNIVERSITY PARK IL | 135 | $20.8M | $944K |
