Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding dates through July 2029 in their Schedule of Assets, totaling $128K 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 | THE INSTITUTE FOR EFFECTIVE EDUCATION THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN | SAN DIEGO CA | 223 | $4.5M | $88K |
| 2 | HEARX WEST, LLC HEARX WEST, LLC 401(K) PLAN | ISELIN NJ | 143 | $3.2M | $40K |
