Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Securities Fund Pooled separate accounts in their Schedule of Assets, totaling $2.0M 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 | AMERICAN AD BAG AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST | GLENDALE AZ | 86 | $13.7M | $1.7M |
| 2 | ASPEN PRODUCTS, INC. ASPEN PRODUCTS, INC. 401(K) PLAN | KANSAS CITY MO | 557 | $21.4M | $149K |
| 3 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN |
ELMWOOD PARK NJ |
| 386 |
| $23.6M |
| $68K |
| 4 | MAGNIX USA, INC. MAGNIX USA, INC. 401(K) PLAN & TRUST | EVERETT WA | 118 | $9.4M | $38K |
| 5 | ELECTRO-METHODS, INC. ELECTRO-METHODS, INC 401(K) PLAN | SOUTH WINDSOR CT | 210 | $24.5M | $13K |
| 6 | ZAREMBA MANAGEMENT COMPANY ZAREMBA MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN | FAIRVIEW PARK OH | 124 | $8.8M | $5K |
