Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Inv Global Fd R6 Mutual Fund in their Schedule of Assets, totaling $4.8M 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 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN | CONCORD CA | 205 | $29.4M | $2.6M |
| 2 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARING | CONCORD CA | 181 | $24.9M | $2.2M |
| 3 | A&D MORTGAGE LLC |
HOLLYWOOD FL |
| 175 |
| $1.6M |
| $17K |
