Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding LAZ EMERG MKTS EQ ADV INST in their Schedule of Assets, totaling $1.8M 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 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $994K |
| 2 | FINANCIAL RESOURCES GROUP INVEST FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT | FORT MILL SC | 201 | $24.5M | $387K |
| 3 | BRIDGFORD FOODS CORPORATION BRIDGFORD FOODS RETIREMENT SAVINGS 401(K) PLAN |
DALLAS TX |
| 353 |
| $32.0M |
| $272K |
| 4 | SOURCEBOOKS, LLC SOURCEBOOKS, LLC 401(K) PLAN | NAPERVILLE IL | 287 | $20.1M | $152K |
