Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Regan Total Return Income Instl Class in their Schedule of Assets, totaling $28K 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 | SYNERGY IT SOLUTIONS OF NYS, INC. SYNERGY GLOBAL SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CHEEKTOWAGA NY | 94 | $8.8M | $28K |
