Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding ClrBrg Apprec Fnd IS in their Schedule of Assets, totaling $2.1M 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 | AMADA WELD TECH INC. AMADA WELD TECH INC. 401K PLAN AND TRUST | MONROVIA CA | 172 | $42.3M | $1.5M |
| 2 | PERFORMANCE DESIGNS, INC. PERFORMANCE DESIGNS, INC. SAVINGS PLAN | DELAND FL | 204 | $11.2M | $418K |
| 3 | ICI HOMES RESIDENTIAL HOLDINGS LLC ICI HOMES RESIDENTIAL HOLDINGS LLC 401(K) SAVINGS PLAN |
DAYTONA BEACH FL |
| 231 |
| $20.7M |
| $154K |
| 4 | PLANTATION BAY COUNTRY CLUB, LLC PLANTATION BAY COUNTRY CLUB 401(K) SAVINGS PLAN | DAYTONA BEACH FL | 169 | $641K | $2K |
