Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding NGC 2011-2020 MODERATE INSTE NGC 0 in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PARKVIEW BAPTIST SCHOOL, INC PARKVIEW BAPTIST SCHOOL INC RETIREMENT AND TRUST | BATON ROUGE LA | 149 | $11.4M | $1.1M |
| 2 | SOUTH TEXAS LIGHTHOUSE FOR THE BLIND SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN | CORPUS CHRISTI TX | 204 | $10.1M | $49K |