Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding interest, as of December 31, 2024 in their Schedule of Assets, totaling $5.9M 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 | PATHOLOGY ASSOCIATES PATHOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST | CLOVIS CA | 103 | $22.1M | $3.1M |
| 2 | INDUSTRIAL FINISHES & SYSTEMS, INC. INDUSTRIAL FINISHES & SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 369 | $28.9M | $2.7M |
| 3 | ODD FELLOWS HOME OF CALIFORNIA |
MEDFORD OR |
| 535 |
| $16.4M |
| $63K |
