Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ClrBrg Apprec Fnd IS Registered Investment Company in their Schedule of Assets, totaling $3.1M 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 | GOSIGER HOLDINGS, INC. GOSIGER 401K SAVINGS PLAN AND TRUST | DAYTON OH | 598 | $101.6M | $2.5M |
| 2 | IVCI, LLC IVCI, LLC 401(K) PROFIT SHARING PLAN & TRUST | HAUPPAUGE NY | 71 | $12.4M | $394K |
| 3 | ASAHI/AMERICA, INC ASAHI/AMERICA 401(K) PLAN |
LAWRENCE MA |
| 193 |
| $24.1M |
| $191K |
