Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding IBFA-R2 Mutual Funds in their Schedule of Assets, totaling $22K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOWER WEST SIDE HOUSEHOLD SERVICES LOWER WEST SIDE HOUSEHOLD SERVICES NON-UNION RETIREMENT PLAN | BRONX NY | 55 | $294K | $21K |
| 2 | KERGAN BROTHERS, INC. KERGAN BROTHERS, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 3 | $6K | $2K |
