Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FID ADV ASSET MGR 30 I in their Schedule of Assets, totaling $235K 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 | OGRE HOLDINGS, LLC OGRE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST | TIPTON IN | 148 | $10.9M | $235K |
