Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investment in Shared Medical Services, Inc. common stock in their Schedule of Assets, totaling $112.1M 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 | SHARED MEDICAL SERVICES, INC. SHARED MEDICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLAN | COTTAGE GROVE WI | 325 | $114.3M | $112.1M |
