Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Net Gain/ $ (h) Value Current in their Schedule of Assets, totaling $639K 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 | HAGEDORN LITTLE VILLAGE SCHOOL LITTLE VILLAGE SCHOOL DEFINED BENEFIT PLAN | SEAFORD NY | 30 | $9.1M | $381K |
| 2 | JMBA (JOHNSON MUTUAL BANK ASSOCIATION) THE JOHNSON MUTUAL BENEFIT ASSOCIATION | RACINE WI | 3,020 | $1.4M | $258K |
