Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nw Inv Dest Mod Aggr R6 Mutual fund in their Schedule of Assets, totaling $9.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $4.9M |
| 2 | EL EDUCATION INC EL EDUCATION, INC. 403(B) PLAN | NEW YORK NY | 172 | $14.6M | $1.2M |
| 3 | GEIS CONSTRUCTION, INC. GEIS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN |
STREETSBORO OH |
| 106 |
| $14.7M |
| $1.1M |
| 4 | DEBARTOLO HOLDINGS, LLC DEBARTOLO HOLDINGS RETIREMENT PLAN | TAMPA FL | 133 | $31.7M | $1.1M |
| 5 | EYE CONSULTANTS OF ATLANTA, P.C. EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 191 | $45.1M | $712K |
