Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Invs Develop Mkt Y Mutual fund - in their Schedule of Assets, totaling $5.8M 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 | WEST HERR FORD, INC. WEST HERR EMPLOYEES' RETIREMENT PLAN | BLASDELL NY | 3,152 | $176.7M | $2.8M |
| 2 | WHATABURGER RESTAURANTS LLC WHATABURGER 401(K) SAVINGS PLAN | SAN ANTONIO TX | 39,507 | $262.0M | $1.6M |
| 3 | LUMSDEN & MCCORMICK, LLP LUMSDEN & MCCORMICK, LLP 401(K) PLAN |
BUFFALO NY |
| 132 |
| $55.6M |
| $688K |
| 4 | RADIOLOGY OF HUNTSVILLE, P.C. RADIOLOGY OF HUNTSVILLE, P.C. 401(K) RETIREMENT PLAN AND TRUST | HUNTSVILLE AL | 129 | $75.9M | $224K |
| 5 | PARKHOUSE TIRE SERVICES, INC. EMPLOYEES' 401(K) PLAN OF PARKHOUSE TIRE SERVICE, INC. | BELL GARDENS CA | 475 | $22.7M | $154K |
| 6 | AFFILIATED MONITORING, INC. AFFILIATED MONITORING, INC. 401(K) PLAN | NEW YORK NY | 524 | $12.7M | $82K |
| 7 | COMMUNITY BRIDGES, INC. COMMUNITY BRIDGES, INC. 401(K) PLAN | MESA AZ | 2,043 | $30.7M | $60K |
| 8 | LENNON, SMITH, SOULERET ENGINEERING, INC. LENNON, SMITH, SOULERET ENGINEERING, INC. 401(K) PLAN | CORAOPOLIS PA | 131 | $12.7M | $43K |
| 9 | KEESAL, YOUNG & LOGAN KEESAL, YOUNG & LOGAN 401(K) PLAN | LONG BEACH CA | 105 | $45.8M | $25K |
| 10 | CITYVET INC. CITYVET 401(K) PLAN | DALLAS TX | 459 | $6.5M | $15K |
