Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding International Equity Fund R1 " in their Schedule of Assets, totaling $1.2M 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 | SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 127 | $31.6M | $522K |
| 2 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $427K |
| 3 | WESTERN GLOBAL AIRLINES, INC. WESTERN GLOBAL AIRLINES 401(K) PROFIT SHARING PLAN |
ESTERO FL |
| 290 |
| $9.6M |
| $118K |
| 4 | WOU HOLDINGS, INC. WOU EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | DOVER NH | 254 | $18.5M | $111K |
| 5 | LIGHTHOUSE HR SERVICES, LLC LIGHTHOUSE HR SERVICES,LLC 401(K) PLAN | TAMPA FL | 260 | $14.6M | $70K |
