Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding LDA INFLATION FOCUSED R6 in their Schedule of Assets, totaling $696K 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 | OREMOR MGMT. AND INVESTMENT CO. OREMOR MGMT. AND INVESTMENT CO. 401(K) RETIREMENT SAVINGS PLAN | ONTARIO CA | 1,869 | $93.3M | $381K |
| 2 | SENSEONICS INCORPORATED SENSEONICS INCORPORATED 401(K) PLAN | GERMANTOWN MD | 113 | $16.7M | $227K |
| 3 | SMS HOLDINGS CORP. SMS HOLDINGS CORP. 401(K) SAVINGS PLAN |
NASHVILLE TN |
| 4,006 |
| $8.6M |
| $71K |
| 4 | WTC WEND WTC WEND 401(K) SAVINGS PLAN | NASHVILLE TN | 827 | $4.7M | $11K |
| 5 | JUMPSTART FOR YOUNG CHILDREN INC JUMPSTART FOR YOUNG CHILDREN INC EMPLOYEES SAVINGS TRUST | BOSTON MA | 67 | $7.5M | $6K |
