Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Various Individually Directed Accounts in their Schedule of Assets, totaling $13.3M 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 | GASTROENTEROLOGY SPECIALTIES, P.C. GASTROENTEROLOGY SPECIALTIES, P.C.SAFE HARBOR 401(K) PROFIT SHARING PLAN | LINCOLN NE | 143 | $43.2M | $12.4M |
| 2 | THE NITSCHE GROUP, INC. THE NITSCHE GROUP 401(K) SAVINGS AND PROFIT SHARING PLAN | GIDDINGS TX | 93 | $11.8M | $936K |