Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 89 retirement plans report an interest in this investment, totaling $544.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Mellon Stable Value, Mellon Stable Value Fund, Mellon Stable Value Fund Class I, Mellon Stable Value FD CL M, Mellon Stable Value Fund CL M, Mellon Stable Value Fund Class M, Mellon Stable Value Fund I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | IQVIA INC. IQVIA 401(K) PLAN | DURHAM NC | 19,072 | $3.6B | $86.3M |
| 2 | SIERRA NEVADA COMPANY, LLC SIERRA NEVADA COMPANY, LLC 401(K) PROFIT SHARING PLAN | SPARKS NV | 4,319 | $1.0B | $39.9M |
| 3 | AMERICAN CENTURY SERVICES, LLC AMERICAN CENTURY RETIREMENT PLAN | KANSAS CITY MO | 1,410 | $1.1B | $33.7M |
| 4 | CEDAR FAIR, L.P. CEDAR FAIR RETIREMENT SAVINGS PLAN | SANDUSKY OH | 3,198 | $337.4M | $30.6M |
| 5 | SIX FLAGS ENTERTAINMENT CORPORATION CEDAR FAIR RETIREMENT SAVINGS PLAN | SANDUSKY OH | 3,298 | $374.3M | $27.3M |
| 6 | CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK 401(K) SAVINGS PLAN | NEW YORK NY | 857 | $483.8M | $27.2M |
| 7 | PIKE ENTERPRISES LLC PIKE 401(K) PLAN | MOUNT AIRY NC | 10,755 | $358.9M | $22.2M |
| 8 | UB GREENSFELDER LLP UB GREENSFELDER LLP RETIREMENT/401(K) PLAN | CLEVELAND OH | 292 | $191.4M | $20.6M |
| 9 | WHEATLAND TUBE, LLC ZEKELMAN INDUSTRIES COLLECTIVELY BARGAINED EMPLOYEES 401(K) PLAN | CHICAGO IL | 1,023 | $136.7M | $20.0M |
| 10 | TSVC, INC THE TERRACON 401(K) AND ESOP PLAN | OLATHE KS | 6,948 | $1.0B | $18.8M |
