Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nicholas II Fund Mutual fund in their Schedule of Assets, totaling $16K 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 | GUY & O'NEILL, INC. SHARE IN OUR GROWTH 401(K) PLAN | FREDONIA WI | 284 | $8.4M | $13K |
| 2 | SCHWARTZ BROTHERS RESTAURANTS SCHWARTZ BROTHERS RESTAURANTS 401(K) PRE-TAX SAVINGS PLAN & TRUST | BELLEVUE WA | 636 | $13.1M | $3K |