Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding supervised, and subject to periodic examination by a state or federal agency, provided that the statements or information regarding assets so held are prepared and certified to by the bank or similar institution or insurance carrier in accordance with 29 CFR 2520.103-5 of the Department of in their Schedule of Assets, totaling $5K 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 | REFRIGERATION SALES COMPANY LLC REFRIGERATION SALES CORPORATION OF CLEVELAND 401(K) SAVINGS & PROFIT SHARING PLAN | VALLEY VIEW OH | 152 | $19.0M | $3K |
| 2 | EMI PORTA HOLDCO LLC EMI PORTA HOLDCO LLC 401(K) PROFIT SHARING PLAN & TRUST | MEMPHIS TN | 384 | $7.2M | $3K |