Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Matrix Self-Direct Invest Fund 1 Matrix 0 in their Schedule of Assets, totaling $10.8M 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 | KELLER AND HECKMAN LLP KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 127 | $84.6M | $5.7M |
| 2 | GRAND VALLEY MEDICAL SPECIALIST, PLC GRAND VALLEY MEDICAL SPECIALISTS, PLC PROFIT SHARING PLAN | WYOMING MI | 68 | $15.9M | $2.4M |
| 3 | MAXIM MANAGEMENT SERVICES, LLC |
CHEEKTOWAGA NY |
| 209 |
| $26.2M |
| $1.1M |
| 4 | ROCK WEST COMPOSITES, INC. ROCK WEST 401 (K) PLAN | SAN DIEGO CA | 284 | $11.6M | $1.0M |
| 5 | GREAT LAKES PHYSICIANS, P.C. GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN | CHEEKTOWAGA NY | 169 | $47.9M | $529K |
