Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Applied Finance Select Institutional Mutual Fund in their Schedule of Assets, totaling $638K 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 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN | JACKSON MS | 3,755 | $154.1M | $485K |
| 2 | YATES SERVICES, LLC YATES SERVICES RETIREMENT & SAVINGS PLAN | JACKSON MS | 2,035 | $91.6M | $112K |
| 3 | CENTRAL PENNSYLVANIA FOOD BANK EMPLOYEE BENEFIT PLAN OF CENTRAL PENNSYLVANIA FOOD BANK |
HARRISBURG PA |
| 130 |
| $5.9M |
| $35K |
| 4 | TREND CONSULTANTS, LLC TREND CONSULTANTS, LLC EMPLOYEES SAVINGS TRUST | MADISON MS | 1,055 | $2.0M | $6K |
