Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Prudent Investor Advisors PIA Dimensions 60/40 Portfolio Mutual Fund in their Schedule of Assets, totaling $665K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INGRAM & CO., INC. INGRAM & CO., INC. 401K PLAN | TEMPE AZ | 131 | $12.5M | $665K |
