Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wilmington Trust, N.A. Mid Cap Value Fund I1 in their Schedule of Assets, totaling $1.6M 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 | FLEETWOOD - FIBRE PACKAGING & GRAPHICS, INC. FLEETWOOD - FIBRE PACKAGING & GRAPHICS, INC. RETIREMENT SAVINGS AND PROFIT | CITY INDUSTRY CA | 822 | $52.2M | $1.1M |
| 2 | FORBRIGHT BANK FORBRIGHT BANK 401(K) PLAN | CHEVY CHASE MD | 0 | $0 | $353K |
| 3 | HELLER MACHINE TOOLS, L.P. HELLER MACHINE TOOLS, L.P. 401(K) PLAN |
TROY MI |
| 105 |
| $23.7M |
| $120K |