Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Inv Gld and Sp Minerals R6 Fnd in their Schedule of Assets, totaling $5.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEAVER POPCORN MANUFACTURING, LLC. WEAVER EMPLOYEE 401(K) PLAN | INDIANAPOLIS IN | 544 | $74.2M | $4.0M |
| 2 | MARKET ENGINUITY, INC. MARKET ENGINUITY, INC. 401(K) PLAN | PHOENIX AZ | 133 | $8.8M | $557K |
| 3 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN |
CHICAGO IL |
| 209 |
| $91.6M |
| $443K |
| 4 | ADVANCED MEDICAL MANAGEMENT, LLC ADVANCED MEDICAL MANAGEMENT 401(K) RETIREMENT PLAN | BALTIMORE MD | 817 | $9.2M | $212K |
| 5 | EVERETT CASH MUTUAL INSURANCE CO. EVERETT CASH MUTUAL INSURANCE CO. PROFIT SHARING PLAN AND TRUST | EVERETT PA | 114 | $16.5M | $127K |
| 6 | SIMPLEX INDUSTRIES INC SIMPLEX INDUSTRIES, INC. 401(K) PLAN | SCRANTON PA | 131 | $8.8M | $28K |
