Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Individually-Directed Accounts in their Schedule of Assets, totaling $172.4M 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 | LOCKTON, INC. LOCKTON, INC. 401(K) PLAN | KANSAS CITY MO | 7,058 | $1.4B | $85.3M |
| 2 | CAROLINAS PATHOLOGY GROUP, P.A. CAROLINAS PATHOLOGY GROUP, P.A. PROFIT SHARING PLAN | CHARLOTTE NC | 133 | $49.1M | $25.5M |
| 3 | PARKVIEW HEALTH SYSTEM, INC. PARKVIEW HEALTH SYSTEM, INC. 403(B) PLAN |
FORT WAYNE IN |
| 16,216 |
| $928.5M |
| $22.8M |
| 4 | PARKVIEW HEALTH SYSTEM, INC. PARKVIEW HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN | FORT WAYNE IN | 16,216 | $794.5M | $19.4M |
| 5 | GLACIER BANCORP, INC. GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN | KALISPELL MT | 3,535 | $537.9M | $14.6M |
| 6 | RESOURCE INNOVATIONS, INC. RESOURCE INNOVATIONS, INC. 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 848 | $92.8M | $4.7M |
| 7 | PROSOCO, INC. PROSOCO, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE KS | 129 | $21.4M | $80K |
