Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TOU LG CAP FOCUSED INST in their Schedule of Assets, totaling $2.9M 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 | THRIVE BEHAVIORAL HEALTH INC. THRIVE BEHAVIORAL HEALTH INC. PENSION PLAN | WARWICK RI | 277 | $13.0M | $1.7M |
| 2 | DUDEK & BOCK SPRING MFG DUDEK & BOCK 401(K) TAX DEFERRED SAVINGS PLAN | CHICAGO IL | 157 | $17.1M | $782K |
| 3 | AHEAD, LLC AHEAD, LLC 401(K) SAVINGS PLAN |
NEW BEDFORD MA |
| 192 |
| $8.3M |
| $399K |
