Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Inv Intl Sm-Md Co Fd R6 Registered Investment Company in their Schedule of Assets, totaling $1.2M 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 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $942K |
| 2 | MASON MCDUFFIE MORTGAGE CORPORATION MASON MCDUFFIE MORTGAGE CORPORATION | SAN RAMON CA | 291 | $13.9M | $154K |
| 3 | UTTERMOST COMPANY THE UTTERMOST COMPANY PROFIT SHARING PLAN |
ROCKY MOUNT VA |
| 207 |
| $14.5M |
| $139K |
