Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Self-Direct Investment Fund Self-Direct 0 in their Schedule of Assets, totaling $9.1M 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 | MORGAN FUEL & HEATING COMPANY, INC. MORGAN FUEL & HEATING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TR | WAPPINGER FALLS NY | 254 | $14.1M | $3.4M |
| 2 | VAUGHN SILVERBERG & ASSOCIATES LLP VAUGHN, SILVERBERG & ASSOCIATES PS PLAN | AUSTIN TX | 80 | $15.1M | $2.3M |
| 3 | IHC CONSTRUCTION COMPANIES, L.L.C. |
ELGIN IL |
| 96 |
| $25.5M |
| $1.5M |
| 4 | BIGOS MANAGEMENT INC. BIGOS MANAGEMENT INC., 401(K) PS PLAN | GOLDEN VALLEY MN | 335 | $18.3M | $1.1M |
| 5 | GAMING CAPITAL GROUP LLC GAMING CAPITAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEWCASTLE OK | 328 | $21.6M | $341K |
| 6 | H.C. EMPLOYEES, LLC HOME CREATIONS 401(K) PLAN | MOORE OK | 121 | $8.3M | $316K |
| 7 | CENTURY ARMS, INC. CENTURY ARMS, INC 401(K) SAVINGS PLAN | WEST PALM BEACH FL | 156 | $8.7M | $98K |
