Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding HTFD SCHRODERS INTL STOCK SDR in their Schedule of Assets, totaling $7.3M 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 | PARTS AUTHORITY LLC PARTS AUTHORITY LLC PROFIT SHARE/401K PLAN | LAKE SUCCESS NY | 5,675 | $77.5M | $2.0M |
| 2 | CHARLES MATOIAN ENTERPRISES, INC CHARLES MATOIAN ENTERPRISES, INC. DBA OK PRODUCE 401(K) | FRESNO CA | 206 | $25.8M | $1.1M |
| 3 | OLSONS GREENHOUSE GARDENS, INC. |
SALEM UT |
| 570 |
| $11.5M |
| $999K |
| 4 | TASKUS, INC. TASKUS INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW BRAUNFELS TX | 2,036 | $24.6M | $610K |
| 5 | COMPLETE RX, LTD. COMPLETE RX, LTD. 401(K) PLAN | HOUSTON TX | 138 | $23.9M | $553K |
| 6 | PHEASANTS FOREVER, INC. PHEASANTS FOREVER, INC. 401(K) PLAN | ST PAUL MN | 576 | $39.3M | $397K |
| 7 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $345K |
| 8 | GLOBAL SHOP SOLUTIONS, INC. GLOBAL SHOP SOLUTIONS, INC. 401(K) PLAN | THE WOODLANDS TX | 302 | $44.0M | $333K |
| 9 | NOVUS AG, LLC NOVUS AG, LLC 401(K) PLAN | FORT COLLINS CO | 427 | $20.8M | $201K |
| 10 | MONEYCORP US INC. MONEYCORP US INC. 401(K) PLAN | PROVIDENCE RI | 80 | $7.7M | $184K |
