Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invs Intl Smmd Co R6 Mutual Fund in their Schedule of Assets, totaling $3.2M 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 | SINGERLEWAK LLP SINGERLEWAK LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 514 | $92.5M | $1.6M |
| 2 | NERDWALLET, INC. NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 537 | $115.7M | $580K |
| 3 | DMX, LLC D/B/A MOOD MEDIA MOOD401(K) SAVINGS AND RETIREMENT PLAN |
AUSTIN TX |
| 563 |
| $83.3M |
| $544K |
| 4 | VELOSIO, LLC VELOSIO, LLC 401(K) PLAN | DUBLIN OH | 303 | $57.6M | $456K |
