Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding * A. Morton Thomas and Associates, Inc. 1,000,000 shares in their Schedule of Assets, totaling $48.4M 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 | A. MORTON THOMAS AND ASSOCIATES, INC. A. MORTON THOMAS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ROCKVILLE MD | 478 | $48.4M | $48.4M |
