Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Htfd S Intl Stk Sdr Mutual Fund in their Schedule of Assets, totaling $8.4M 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 | UNVERFERTH MANUFACTURING COMPANY, INC. UNVERFERTH MANUFACTURING COMPANY, INC. PROFIT SHARING AND 401(K) PLAN | KALIDA OH | 1,223 | $234.8M | $5.9M |
| 2 | MERITON, LLC MERITON, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 1,519 | $168.4M | $2.2M |
| 3 | NEXTIVA, INC. NEXTIVA 401(K) PLAN |
SCOTTSDALE AZ |
| 789 |
| $42.0M |
| $342K |
