Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Is R1000 Lgcp Idx K Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | DAVID SUTHERLAND, LLC DAVID SUTHERLAND LLC 401(K) PLAN | DALLAS TX | 281 | $18.5M | $2.1M |
| 2 | STACCATO 2011, LLC STACCATO 2011 401(K) PLAN | FLORENCE TX | 294 | $5.4M | $48K |
