Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding VAN EXPLORER - INV in their Schedule of Assets, totaling $2.4M 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 | SEATTLE PACIFIC INDUSTRIES, INC. SEATTLE PACIFIC INDUSTRIES, INC. 401(K) VOLUNTARY INVESTMENT PLAN | KENT WA | 63 | $21.0M | $997K |
| 2 | ASSISTRX LLC ASSISTRX LLC 401(K) PROFIT SHARING PLAN AND TRUST | MAITLAND FL | 1,409 | $28.9M | $794K |
| 3 | GLOBAL ADVANCED METALS USA, INC. |
BOYERTOWN PA |
| 165 |
| $27.4M |
| $535K |
| 4 | BALLAST INVESTMENTS, LLC BALLAST INVESTMENTS, LLC 401(K) PLAN | SAN FRANCISCO CA | 214 | $6.0M | $73K |
| 5 | US NATIONAL WHITEWATER CENTER US NATIONAL WHITEWATER CENTER 401K PLAN | CHARLOTTE NC | 442 | $2.0M | $22K |
