Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Inv Dev Mark Y Fd in their Schedule of Assets, totaling $11.1M 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 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN | CANTON IL | 805 | $58.0M | $7.3M |
| 2 | OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. 401(K) PLAN | BLOOMINGTON MN | 275 | $79.8M | $1.2M |
| 3 | BOUMA GROUP, INC. BOUMA GROUP, INC. RETIREMENT PLAN |
GRAND RAPIDS MI |
| 194 |
| $31.4M |
| $714K |
| 4 | BONGARDS' CREAMERIES BONGARDS' CREAMERIES 401(K) PLAN | CHANHASSEN MN | 603 | $44.9M | $644K |
| 5 | VALCOR ENGINEERING CORPORATION VALCOR ENGINEERING CORPORATION 401(K) THRIFT SAVINGS PLAN | SPRINGFIELD NJ | 425 | $49.9M | $491K |
| 6 | AUSTIN POWDER COMPANY AUSTIN POWDER 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 1,231 | $137.4M | $293K |
| 7 | LOGISTICS & ENVIRONMENTAL SOLUTIONS CORPORATION LOGISTICS AND ENVIRONMENTAL SOLUTIONS CORP. 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 75 | $4.0M | $229K |
| 8 | ENVIRONMENTAL RESTORATION L.L.C. ENVIRONMENTAL RESTORATION 401(K) PROFIT-SHARING PLAN | ST. LOUIS MO | 333 | $26.1M | $177K |
| 9 | PURITAN MEDICAL PRODUCTS COMPANY LP PURITAN MEDICAL PRODUCTS COMPANY LP 401(K) PLAN | GUILFORD ME | 425 | $17.2M | $81K |
