Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding from 2023 to 2032) in their Schedule of Assets, totaling $32K 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 | WAVERLY HEIGHTS, LTD. TAX DEFERRED ANNUITY PLAN OF WAVERLY HEIGHTS, LTD. | GLADWYNE PA | 286 | $6.7M | $25K |
| 2 | SCHOOL FOR ADAPTIVE AND INTEGR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SCHOOL FOR ADAPTIVE AND INTEGRATIVE LEARNING (SAIL) AT FERNCLIFF MANOR, INC. | YONKERS NY | 273 | $1.4M | $7K |
