Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding the statements or information regarding assets so held in accordance with 29 CFR 2520.103-5. Our audit in their Schedule of Assets, totaling $3K 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 | PHOEBE-DEVITT HOMES PHOEBE-DEVITT HOMES 401(K) RETIREMENT SAVINGS PLAN | ALLENTOWN PA | 1,020 | $39.5M | $3K |
