Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Company Common Stock * Financial Statements Services, Inc. Common stock, 490,000 shares in their Schedule of Assets, totaling $17.7M 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 | FINANCIAL STATEMENT SERVICES, INC. FINANCIAL STATEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | SANTA ANA CA | 227 | $21.9M | $17.7M |
