Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Inv Dev Mark R6 Fd in their Schedule of Assets, totaling $10.1M 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 | IMAGINE LEARNING LLC IMAGINE LEARNING LLC 401(K) PLAN | TEMPE AZ | 2,726 | $138.4M | $2.0M |
| 2 | NOVOZYMES NORTH AMERICA, INC. NOVOZYMES NORTH AMERICA, INC. 401(K) SAVINGS PLAN | FRANKLINTON NC | 1,170 | $351.5M | $1.4M |
| 3 | FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 230 |
| $66.5M |
| $1.3M |
| 4 | DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING MI | 237 | $27.7M | $954K |
| 5 | WJK CORPORATION WJK CORPORATION 401(K) PLAN | LISLE IL | 331 | $20.6M | $745K |
| 6 | MANDEX, INC. MANDEX, INC. 401(K) & PROFIT SHARING PLAN | FAIRFAX VA | 124 | $18.6M | $686K |
| 7 | TECH MAHINDRA (AMERICAS) INC. TECH MAHINDRA AMERICAS 401(K) PLAN | PLANO TX | 7,872 | $136.8M | $657K |
| 8 | COSCO SHIPPING (NORTH AMERICA) INC. COSCO SHIPPING (NORTH AMERICA) INC. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 477 | $101.4M | $656K |
| 9 | IMAGINE LEARNING LLC IMAGINE LEARNING LLC 401(K) PLAN | SCOTTSDALE AZ | 2,606 | $89.5M | $444K |
| 10 | FAMILY COUNSELING CENTER FAMILY COUNSELING CENTER OF ARMSTRONG COUNTY TAX SHELTERED ANNUITY PLAN | KITTANNING PA | 192 | $22.2M | $384K |
