Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Drive Income Fund in their Schedule of Assets, totaling $844K 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 | JACK SCHMITT FAMILY OF DEALERSHIPS, INC. JACK SCHMITT FAMILY OF DEALERSHIPS, INC. 401(K) PLAN | O FALLON IL | 146 | $19.3M | $504K |
| 2 | CARRIAGE MANAGEMENT, LLC CARRIAGE MANAGEMENT 401(K) PLAN | GAINESVILLE GA | 135 | $1.5M | $340K |
