Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding CuraFin Disciplined Risk- Balanced Unitized fund in their Schedule of Assets, totaling $1.3M 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 | GREAT ELM HEALTHCARE, LLC STRUNK HR, LLC 401(K) PLAN | MESA AZ | 332 | $5.8M | $1.3M |
