Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Inv Dev Mrkts Fd Y Registered Investment Company in their Schedule of Assets, totaling $2.5M 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 | LIEBHERR MINING & CONSTRUCTION LIEBHERR-AMERICA INC. PENSION PLAN | NEWPORT NEWS VA | 1,731 | $264.3M | $1.7M |
| 2 | PENN ENGINEERING & MANUFACTURING PENN ENGINEERING 401(K) PLAN | DANBORO PA | 900 | $164.1M | $410K |
| 3 | CUSTARD INSURANCE ADJUSTERS, INC. CUSTARD INSURANCE ADJUSTERS SAVINGS PLAN |
NORCROSS GA |
| 812 |
| $45.9M |
| $177K |
| 4 | GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND GOODWILL NORTHERN NEW ENGLAND 403(B) PLAN | GORHAM ME | 1,138 | $18.5M | $144K |
