Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Matrix Self-Direct Invest Fund 1 Matrix 0 in their Schedule of Assets, totaling $20.9M 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 | BASSENIAN LAGONI BASSENIAN LAGONI 401(K) PROFIT SHARING PLAN | IRVINE CA | 70 | $21.5M | $9.8M |
| 2 | KELLER AND HECKMAN LLP KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 127 | $84.6M | $5.7M |
| 3 | GRAND VALLEY MEDICAL SPECIALIST, PLC |
WYOMING MI |
| 68 |
| $15.9M |
| $2.4M |
| 4 | MAXIM MANAGEMENT SERVICES, LLC MAXIM MANAGEMENT SERVICES LLC 401K PSP | CHEEKTOWAGA NY | 209 | $26.2M | $1.1M |
| 5 | ROCK WEST COMPOSITES, INC. ROCK WEST 401 (K) PLAN | SAN DIEGO CA | 284 | $11.6M | $1.0M |
| 6 | GREAT LAKES PHYSICIANS, P.C. GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN | CHEEKTOWAGA NY | 169 | $47.9M | $529K |
| 7 | LAKE FOREST COUNTRY DAY SCHOOL LAKE FOREST COUNTRY DAY SCHOOL 403B | LAKE FOREST IL | 143 | $14.0M | $310K |
