Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Eagle Financial Services, Inc. in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | J.H. FINDORFF & SON INC. J.H. FINDORFF & SON INC. EMPLOYEE RETIREMENT PLAN | MADISON WI | 284 | $90.7M | $1.9M |
| 2 | LEVAIN BAKERY, INC. LEVAIN BAKERY COOKIE JAR 401(K) PLAN | NEW YORK NY | 427 | $6.3M | $508K |
| 3 | LEARNING TREE INTERNATIONAL, INC. LEARNING TREE INTERNATIONAL 401(K) PLAN |
HERNDON VA |
| 103 |
| $33.4M |
| $269K |
| 4 | B.T. CONSTRUCTION, INC. B. T. CONSTRUCTION, INC. PROFIT SHARING PLAN | HENDERSON CO | 161 | $14.5M | $114K |
| 5 | G4 HOLDINGS, INC. DBA GEIGER GROUP GEIGER GROUP 401(K) PLAN | LEWISTON ME | 369 | $38.4M | $102K |
| 6 | STUART M. PERRY, INC. PROFIT SHARING RETIREMENT PLAN OF STUART M. PERRY, INC. | WINCHESTER VA | 117 | $4.3M | $88K |
| 7 | METAL-FAB, INC. METAL-FAB INC. EMPLOYEES RETIREMENT PLAN | WICHITA KS | 246 | $37.3M | $26K |
| 8 | RECOVERY UNPLUGGED HOLDINGS LLC RECOVERY UNPLUGGED 401(K) PLAN | FORT LAUDERDALE FL | 195 | $859K | $22K |
| 9 | THE PROCTER & GAMBLE COMPANY THE PROCTER & GAMBLE SAVINGS PLAN | CINCINNATI OH | 30,424 | $5.4B | $18K |
| 10 | MED-SOUTH, INC. MED-SOUTH, INC. 401(K) SAVINGS PLAN | JASPER AL | 325 | $3.9M | $10K |
