Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies Akre Akre Focus Instl in their Schedule of Assets, totaling $147K 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 | DANIEL DEFENSE, LLC DANIEL DEFENSE, LLC EMPLOYEES SAVINGS PLAN | BLACKCREEK GA | 273 | $18.1M | $147K |
