Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding _☐ Matrix Trust in their Schedule of Assets, totaling $164K 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 | MOD SUPER FAST PIZZA, LLC RETIREMENT INCOME SECURITY PLAN-MOD PIZZA | BELLEVUE WA | 2,349 | $12.7M | $160K |
| 2 | CURRENT HOME INC. CURRENT HOME 401(K) PLAN | HEMET CA | 152 | $238K | $3K |
| 3 | PW COMPANIES, LLC RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC |
SANDY UT |
| 95 |
| $9.4M |
| $579 |