Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding growth funds, growth-and-income funds, equity income funds and a balanced fund and bond funds. a in their Schedule of Assets, totaling $2.4M 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 | UNITY ELECTRIC COMPANY, INC. UNITY INTERNATIONAL GROUP 401(K) PLAN | NEW YORK NY | 117 | $10.8M | $2.4M |
