Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mutual Global Discovery Pooled separate accounts in their Schedule of Assets, totaling $291K 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 | ELECTRO-METHODS, INC. ELECTRO-METHODS, INC 401(K) PLAN | SOUTH WINDSOR CT | 210 | $24.5M | $252K |
| 2 | LODESTONE PACIFIC HOLDING COMPANY, INC. LPHC, INC. 401(K) PROFIT SHARING PLAN | ARCATA CA | 240 | $13.0M | $26K |
| 3 | KAIROS NORTHWEST KAIROS 401(K) PROFIT SHARING PLAN |
GRANTS PASS OR |
| 115 |
| $2.5M |
| $13K |
| 4 | GAMMA CONSTRUCTION COMPANY, INC. GAMMA CONSTRUCTION COMPANY, INC. 401(K) PLAN | HOUSTON TX | 173 | $9.2M | $1K |
