Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Institutional Shares in their Schedule of Assets, totaling $26.3M 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 | BANNER ENGINEERING CORP BANNER ENGINEERING CORP. PROFIT SHARING RETIREMENT SAVINGS PLAN AND TRUST | PLYMOUTH MN | 1,005 | $191.6M | $13.4M |
| 2 | FCCI SERVICES, INC. FCCI SERVICES, INC. 401(K) PROFIT SHARING PLAN | SARASOTA FL | 881 | $253.8M | $7.7M |
| 3 | THE J. PAUL GETTY TRUST |
LOS ANGELES CA |
| 1,507 |
| $206.5M |
| $5.2M |
