Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Individually Directed Investments in their Schedule of Assets, totaling $80.4M 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 | EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | GREENVILLE NC | 199 | $63.2M | $41.7M |
| 2 | ARA HEALTH SPECIALISTS, P. A. ARA HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 102 | $87.3M | $38.7M |
