Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Applied Finance Explorer Fund Institutional Shares in their Schedule of Assets, totaling $646K 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 | CONNECTICUT EYE CONSULTANTS PC CONNECTICUT EYE CONSULTANTS PC 401(K) PROFIT SHARING PLAN & TRUST | DANBURY CT | 121 | $30.9M | $604K |
| 2 | ADVANCED ATOMIZATION TECHNOLOGIES, LLC ADVANCED ATOMIZATION TECHNOLOGIES SAVINGS PLAN | CLYDE NY | 342 | $47.2M | $41K |
