Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding NT COL R2000 IDX FD DC NL 4 Common/Collective Trust in their Schedule of Assets, totaling $1.4M 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 | LEE JOHNSON CHEVROLET, INC. LEE JOHNSON CHEVROLET, INC. 401(K) PLAN | KIRKLAND WA | 225 | $12.2M | $695K |
| 2 | OURISMAN FAIRFAX TOYOTA OURISMAN FAIRFAX TOYOTA 401(K) PLAN | FAIRFAX VA | 572 | $42.2M | $660K |
| 3 | BUD CLARY CHEVROLET, INC. BUD CLARY AUTOMOTIVE GROUP 401(K) PLAN |
LONGVIEW WA |
| 586 |
| $16.0M |
| $67K |