Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Merger Fund Class I Mutual Fund N/R in their Schedule of Assets, totaling $160K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | S.R. SNODGRASS, P.C. S.R. SNODGRASS, P.C. EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN | CRANBERRY TOWNSHIP PA | 111 | $22.8M | $160K |
