Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding ` Mutual fund in their Schedule of Assets, totaling $10.1M 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 | TREASURY WINE ESTATES AMERICAS COMPANY TREASURY WINE ESTATES RETIREMENT SAVINGS PLAN | NAPA CA | 929 | $129.4M | $5.4M |
| 2 | TRANSWESTERN COMMERCIAL SERVICES LLC TRANSWESTERN 401(K) PLAN | CHICAGO IL | 1,760 | $256.4M | $3.2M |
| 3 | PPE CASINO RESORTS MARYLAND LLC LIVE CASINO 401(K) PLAN |
HANOVER MD |
| 4,617 |
| $80.8M |
| $848K |
| 4 | CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.A CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST | PENSACOLA FL | 81 | $29.2M | $431K |
| 5 | CX MARKETING, LLC THE MOORE 401(K) RETIREMENT SAVINGS PLAN | TULSA OK | 4,483 | $139.2M | $223K |
| 6 | CLINICAS DEL CAMINO REAL, INC. CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN | CAMARILLO CA | 921 | $26.5M | $7K |
