Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Applied Finance Select Fund Mutual fund in their Schedule of Assets, totaling $219K 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 | SAXTON & STUMP, LLC SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN | LANCASTER PA | 155 | $21.5M | $219K |
