Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * FID INVST GR BD Registered Investment Company in their Schedule of Assets, totaling $24K 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 | SAMUELSEN, GONZALEZ, VALENZUELA & BROWN LLP SAMUELSEN, GONZALEZ, VALENZUELA & BROWN 401(K) PLAN | IRVINE CA | 82 | $16.0M | $24K |
