Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Individually Directed Accounts Various Registered Investment Companies in their Schedule of Assets, totaling $1.5M 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 | WATERMARK ESTATE MANAGEMENT SERVICES, LLC WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN | KIRKLAND WA | 109 | $59.9M | $1.3M |
| 2 | WILLIAM H. GATES III CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN | KIRKLAND WA | 163 | $92.2M | $191K |
