Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Financial Industries Fund Pooled separate account in their Schedule of Assets, totaling $1.7M 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 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $617K |
| 2 | DEKKER, LTD. DEKKER, LTD. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 200 | $20.0M | $244K |
| 3 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN |
COLUMBUS OH |
| 114 |
| $35.9M |
| $221K |
| 4 | HICKINGBOTHAM INVESTMENTS, INC. HICKINGBOTHAM GROUP 401(K) PLAN | LITTLE ROCK AR | 351 | $18.2M | $129K |
| 5 | STEWART BROS., INC. STEWART BROS., INC. 401(K) PROFIT SHARING PLAN | DORAVILLE GA | 131 | $25.2M | $94K |
| 6 | TITAN TRANSFER, INC. TITAN TRANSFER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SHELBYVILLE TN | 948 | $8.9M | $62K |
| 7 | HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE CA | 822 | $36.3M | $53K |
| 8 | LOCKNET LOCKNET 401(K) PROFIT SHARING PLAN | NICHOLASVILLE KY | 179 | $6.5M | $52K |
| 9 | YOUNG MANUFACTURING COMPANY, INC. YOUNG MANUFACTURING COMPANY, INC. 401K PLAN | BEAVER DAM KY | 180 | $6.0M | $40K |
| 10 | CHARTER ONE, LLC CHARTER ONE 401(K) PLAN | MESA AZ | 3,141 | $23.2M | $36K |
