Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Column (d) is not required as the Plan's investments are totally participant directed The investments that are included in the supplement schedule is based on information certified by the custodian as complete and accurate in accordance with Section 2520.103-8 of the Department of in their Schedule of Assets, totaling $3K 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 | BLUE OCEAN REALTY, LLC BLUE OCEAN REALTY, LLC RETIREMENT PLAN | REISTERSTOWN MD | 56 | $2.3M | $3K |