Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Highland Capital Management, LLC Highland Balanced Strategy (ETFs) Fund in their Schedule of Assets, totaling $622K 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 | DOMINO MANAGEMENT SERVICES, LLC DOMINO MANAGEMENT SERVICES, LLC 401(K) PLAN | AURORA MO | 133 | $801K | $622K |
