Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Amana Growth Institutional in their Schedule of Assets, totaling $28.0M 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 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $9.9M |
| 2 | MERCY HEALTH CORPORATION MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN | ROCKFORD IL | 7,008 | $827.7M | $8.1M |
| 3 | ISLAMIC RELIEF USA ISLAMIC RELIEF USA 401(K) PLAN |
ALEXANDRIA VA |
| 159 |
| $12.7M |
| $6.6M |
| 4 | CAPITAL GUIDANCE AMERICA, INC. CAPITAL GUIDANCE GROUP RETIREMENT PLAN | WASHINGTON DC | 175 | $21.1M | $1.6M |
| 5 | S.L. HUSAIN HAMZAVI, M.D. PC S.L. HUSAIN HAMZAVI, M.D. P.C. PROFIT SHARING PLAN | CLINTON TOWNSHIP MI | 185 | $12.5M | $624K |
| 6 | STOVA GROUP, LLC STOVA GROUP, LLC 401(K) PROFIT SHARING & TRUST | BLUFFDALE UT | 116 | $12.5M | $341K |
| 7 | AVENTRI, LLC AVENTRI, LLC 401(K) PROFIT SHARING PLAN & TRUST | FREDERICK MD | 97 | $7.2M | $200K |
| 8 | AVANTUS LLC AVANTUS LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN DIEGO CA | 160 | $41.7M | $179K |
| 9 | SUVODA LLC SUVODA LLC 401(K) PLAN | CONSHOHOCKEN PA | 422 | $25.4M | $177K |
| 10 | CELONIS, INC. CELONIS, INC. 401(K) PLAN | NEW YORK NY | 801 | $61.6M | $157K |
