Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schedule is prepared using the alternativ e way of reporting (iii) series transactions under DOL Regulation 2520.103-6(d)(2). in their Schedule of Assets, totaling $3K 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 | HORIZON BANCORP HORIZON BANCORP EMPLOYEES' THRIFT PLAN | MICHIGAN CITY IN | 817 | $67.1M | $3K |