Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Individual directed accounts in their Schedule of Assets, totaling $2.6M 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 | FOREST LAWN MEMORIAL - PARKS & MORTUARIES FOREST LAWN 401(K) PLAN | GLENDALE CA | 1,144 | $149.9M | $2.4M |
| 2 | TRAPAC, LLC TRAPAC 401(K) & RETIREMENT PLAN | WILMINGTON CA | 204 | $59.9M | $129K |
