Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Merger Fund Institutional 14,623 shares in their Schedule of Assets, totaling $247K 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 | CINCINNATI INCORPORATED CINCINNATI INCORPORATED EMPLOYEES' RETIREMENT PENSION PLAN | HARRISON OH | 77 | $38.6M | $247K |
