Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Goalview Aggressive Institutional in their Schedule of Assets, totaling $172K 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 | THE FIDELITY BANK THE ENHANCED CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF THE FIDELITY BANK | FUQUAY VARINA NC | 509 | $60.3M | $157K |
| 2 | SOUTHERN INSURANCE UNDERWRITERS, INC. SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST | ALPHARETTA GA | 100 | $6.8M | $15K |
