Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Simplify MBS ETF in their Schedule of Assets, totaling $1.4M 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 | ELWYN ELWYN, INC. RETIREMENT PLAN | ELWYN PA | 648 | $43.0M | $1.0M |
| 2 | ALPINE BANKS OF COLORADO ALPINE BANKS OF COLORADO EMPLOYEE STOCK OWNERSHIP PLAN AND 401(K) | GLENWOOD SPRINGS CO | 748 | $160.9M | $231K |
| 3 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN |
LOS ANGELES CA |
| 2,507 |
| $1.1B |
| $96K |
| 4 | TMS INTERNATIONAL, LLC RETIREMENT PLAN FOR SALARIED EMPLOYEES OF INTERNATIONAL MILL SERVICE, INC. | HORSHAM PA | 10 | $5.2M | $71K |
