Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Applied Finance Explorer Instl Applied 0 in their Schedule of Assets, totaling $227K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BSI ENGINEERING, LLC BSI 401(K) RETIREMENT PLAN | CINCINNATI OH | 218 | $29.3M | $215K |
| 2 | POWERS AND SONS, LLC POWERS AND SONS, LLC 401(K) PLAN | MONTPELIER OH | 222 | $16.0M | $12K |
