Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Isaacson Miller, Inc. Common Stock Company common stock (121,990 shares) in their Schedule of Assets, totaling $28.8M 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 | ISAACSON MILLER, INC. ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BOSTON MA | 240 | $28.9M | $28.8M |
