Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Ms W Large Cap Gr R1 Mutual Fund in their Schedule of Assets, totaling $8.2M 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 | WHATABURGER RESTAURANTS LLC WHATABURGER 401(K) SAVINGS PLAN | SAN ANTONIO TX | 39,507 | $262.0M | $4.5M |
| 2 | BERNARDS BROS. INC. BERNARDS BROS. INC. 401(K) PROFIT SHARING PLAN | SAN FERNANDO CA | 352 | $58.6M | $2.3M |
| 3 | ATLANTA CENTER FOR REPRODUCTIVE MEDICINE, L.L.C. |
ATLANTA GA |
| 104 |
| $7.7M |
| $633K |
| 4 | F.A.F., INCORPORATED F.A.F., INC. 401(K) PROFIT SHARING PLAN | GREENVILLE RI | 92 | $10.6M | $608K |
| 5 | FURNITURE DISTRIBUTORS, INC. KIMBRELL'S EMPLOYEES PROFIT SHARING PLAN AND TRUST | CHARLOTTE NC | 283 | $11.2M | $134K |
