Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Alerus Financial, NA GROWTH & INCOME PORT (IPM) Alerus Financial, NA GROWTH PORTFOLIO (IPM) Alerus Financial, NA INCOME PORTFOLIO (IPM) Alerus Financial, NA PIMCO ALL ASSET ALL AUTHORITY Alerus Financial, NA PIMCO COMM REAL RET STRAT INST in their Schedule of Assets, totaling $298K 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 | $298K |
