Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Assets Held in Participant Directed Accounts Mutual Funds/Equities N/A in their Schedule of Assets, totaling $9.5M 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 | ASSOCIATED ANESTHESIOLOGISTS, INC. ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN | TULSA OK | 128 | $86.4M | $8.0M |
| 2 | COMMUNITYCARE, HMO, INC. COMMUNITYCARE 401(K) SAVINGS PLAN | TULSA OK | 476 | $61.4M | $1.6M |
