Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nw Inv Dest Mod Aggr R6 in their Schedule of Assets, totaling $5.6M 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 | COKINOS & YOUNG, A PROFESSIONAL COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | HOUSTON TX | 149 | $35.4M | $2.3M |
| 2 | MCCARL'S LLC MCCARL'S RETIREMENT SAVINGS PLAN | BEAVER FALLS PA | 138 | $12.5M | $1.5M |
| 3 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN |
PORTSMOUTH NH |
| 566 |
| $36.2M |
| $965K |
| 4 | BELL MOTOR CARS, INC. BELL AUTOMOTIVE NETWORK 401K PLAN | NORTH EDISON NJ | 352 | $14.0M | $393K |
| 5 | GREAT LAKES FOOT & ANKLE INSTITUTE, PC BEYOND PODIATRY 401(K) PLAN | CHESTERFIELD MI | 252 | $15.1M | $214K |
| 6 | GRANNAS BROTHERS GRANNAS BROTHERS RETIREMENT PLAN | HOLLIDAYSBURG PA | 112 | $14.8M | $147K |
| 7 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $84K |
| 8 | COMPA INDUSTRIES, INC. COMPA INDUSTRIES, INC. 401(K) PLAN | LOS ALAMOS NM | 282 | $11.9M | $18K |
