Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Inv Dev Mark A Fd in their Schedule of Assets, totaling $9.4M 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 | HUMBOLDT PARK HEALTH HUMBOLDT PARK HEALTH RETIREMENT PLAN | CHICAGO IL | 49 | $22.8M | $7.9M |
| 2 | SEACOR PAYROLL MANAGEMENT LLC SEACOR SAVINGS PLAN | DANIA BEACH FL | 170 | $62.1M | $820K |
| 3 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN |
HAYS KS |
| 1,460 |
| $115.5M |
| $444K |
| 4 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S PENSION PLAN | HAYS KS | 1,178 | $96.9M | $92K |
| 5 | MILK INDUSTRY MANAGEMENT CORPORATION MILK INDUSTRY MANAGEMENT CORPORATION CASH OR DEFERRED PROFIT-SHARING PLAN | BURLINGTON NJ | 109 | $10.8M | $86K |
| 6 | FAIRWATER PAYROLL MANAGEMENT LLC FAIRWATER PAYROLL MANAGEMENT LLC 401(K) | DANIA BEACH FL | 161 | $11.3M | $35K |
| 7 | OPTO 22 OPTO 22 MONEY PURCHASE PENSION PLAN AND TRUST | TEMECULA CA | 117 | $22.4M | $6K |