Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding INVS DEVELOP MKT Y in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BI WORLDWIDE BI WORLDWIDE SAVINGS PLAN | EDINA MN | 1,076 | $299.7M | $3.5M |
| 2 | JACKSON KELLY PLLC JACKSON KELLY PLLC 401(K) PROFIT SHARING PLAN | CHARLESTON WV | 289 | $147.4M | $1.8M |
| 3 | ORION ORION 401(K) RETIREMENT PLAN | HOUSTON |
| 1,684 |
| $82.8M |
| $356K |
| 4 | TEXAS PARTNERS BANK TEXAS PARTNERS BANK 401(K) | SAN ANTONIO TX | 464 | $43.1M | $282K |
| 5 | PEDIATRICS WEST, P.C. PEDIATRICS WEST, P.C. 401(K) PROFIT SHARING PLAN | WESTFORD MA | 138 | $14.2M | $103K |
| 6 | ASPIRE MRO, LLC ASPIRE MRO, LLC 401K PLAN | FT WORTH TX | 238 | $12.2M | $49K |
| 7 | ZERO MOTORCYCLES ZERO MOTORCYCLES, INC. 401(K) PLAN | SCOTTS VALLEY CA | 205 | $21.1M | $22K |
| 8 | CONTINUUM COMPANIES, INC. CONTINUUM COMPANIES INC. 401(K) PLAN | CONSHOHOCKEN PA | 574 | $7.5M | $4K |
