Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Matrix Trust Company in their Schedule of Assets, totaling $59.0M 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 | MARIPOSA COMMUNITY HEALTH CENTER, INC. MARIPOSA COMMUNITY HEALTH CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOGALES AZ | 433 | $24.3M | $21.8M |
| 2 | GREAT LAKES MEDICAL IMAGING, LLC GREAT LAKES MEDICAL IMAGING, LLC PROFIT SHARING 401(K) PLAN | WILLIAMSVILLE NY | 170 | $34.0M | $19.1M |
| 3 | C.A.P.S. INC. |
BRIDGETON MO |
| 143 |
| $24.1M |
| $18.1M |
| 4 | MILUM EXPRESS, LLC MILUM EXPRESS, LLC 401(K) PLAN | HIALEAH FL | 216 | $1.4M | $26K |
| 5 | PATTISON COMPANY, LLC PATTISON COMPANY, LLC 401(K) PROFIT SHARING PLAN | GARNAVILLO IA | 158 | $9.9M | $7K |
| 6 | SANOVA DERMATOLOGY MANAGEMENT INC SANOVA DERMATOLOGY 401(K) PLAN | PFLUGERVILLE TX | 159 | $11.9M | $4K |
| 7 | UNITED ASSN OF JOURNEYMEN & APPRNC LOCAL 198 AFL-CIO ANNUITY TRUST FUN UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICE ANNUITY TRUST FUND | JACKSONVILLE FL | 2,595 | $27.5M | $2K |
