Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Sloy, Dahl & Holst Sloy, Dahl & Holst Conservative Class I - in their Schedule of Assets, totaling $1.3M 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 | INTERFACE ENGINEERING INC INTERFACE ENGINEERING INC. RETIREMENT PLAN | PORTLAND OR | 250 | $58.5M | $1.3M |
