Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Alerus Financial, NA AGGRESSIVE PORTFOLIO (IPM) Alerus Financial, NA BALANCED PORTFOLIO (IPM) Alerus Financial, NA BLACKROCK MID-CAP GRTH EQUITY in their Schedule of Assets, totaling $547K 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 | PVE, LLC PVE, LLC 401K PLAN | SEWICKLEY PA | 143 | $14.8M | $547K |
