Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Value Fund Mutual Fund N/A in their Schedule of Assets, totaling $5.3M 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 | ORTHOPEDIC INSTITUTE ORTHOPEDIC INSTITUTE PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SIOUX FALLS SD | 240 | $74.0M | $5.1M |
| 2 | EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN | OSHKOSH WI | 158 | $14.5M | $112K |
