Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Value * Various 403(b) Contracts and Custodial Accounts in their Schedule of Assets, totaling $15.0M 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 | EASTSIDE RETIREMENT ASSOCIATION DBA EMERALD HEIGHTS EMERALD HEIGHTS 403(B) PLAN | REDMOND WA | 496 | $15.2M | $15.0M |
