Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FA New Insights I Mutual Fund in their Schedule of Assets, totaling $4.1M 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 | ENDWELL FAMILY PHYSICIANS, L.L.P. ENDWELL FAMILY PHYSICIANS, L.L.P. PROFIT SHARING 401(K) PLAN | ENDWELL NY | 119 | $29.7M | $3.3M |
| 2 | INTRATEK COMPUTER, INC. INTRATEK COMPUTER, INC 401(K) PROFIT SHARING PLAN | IRVINE CA | 108 | $6.4M | $545K |
| 3 | ZEHRCO-GIANCOLA COMPOSITES, INC. |
ASHTABULA OH |
| 340 |
| $12.2M |
| $179K |
| 4 | ALLIANCE CREDIT UNION ALLIANCE CREDIT UNION 401(K) PLAN | LUBBOCK TX | 198 | $12.2M | $59K |
