Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding SELF-DIRECT ACCT in their Schedule of Assets, totaling $2.3B 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 | FCA US LLC FCA US LLC DEFINED CONTRIBUTION PLAN MASTER TRUST | AUBURN HILLS MI | — | $10.1B | $2.0B |
| 2 | LORD, ABBETT & CO. LLC LORD ABBETT 401(K) RETIREMENT PLAN | JERSEY CITY NJ | 789 | $507.1M | $212.6M |
| 3 | ACUITY BRANDS, INC. ACUITY BRANDS, INC. DC MASTER TRUST |
ATLANTA GA |
| — |
| $546.7M |
| $53.4M |
| 4 | SOMERSET PEDIATRIC GROUP, LLC SOMERSET PEDIATRIC GROUP PROFIT SHARING PLAN | RARITAN NJ | 221 | $21.0M | $11.2M |
| 5 | KELLEY AUTOMOTIVE GROUP, LLC KELLEY AUTOMOTIVE GROUP, LLC 401(K) PLAN | FORT WAYNE IN | 585 | $28.0M | $2.5M |
| 6 | LANDESBANK HESSEN-THURINGEN GIROZENTRALE LANDESBANK HESSEN-THURINGEN GIROZENTRALE - NEW YORK BRANCH 401(K) PLAN & TRUST | NEW YORK NY | 95 | $74.9M | $586K |
