Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Inv Dev Mark R6 Fd Mutual Fund in their Schedule of Assets, totaling $270K 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 | ROCKY MOUNTAIN INSTITUTE ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN | BOULDER CO | 606 | $55.4M | $259K |
| 2 | EXAGEN INC. EXAGEN INC. 401(K) PLAN | VISTA CA | 216 | $14.3M | $11K |
