Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding ABA MEM. MERCER COLL. TRUST CONSERVATIVE RISK FUND R2 in their Schedule of Assets, totaling $4.7M 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 | MCBRAYER PLLC MCBRAYER 401(K) PROFIT SHARING PLAN | LEXINGTON KY | 116 | $26.6M | $2.1M |
| 2 | MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) | MINEOLA NY | 135 | $41.1M | $560K |
| 3 | KANE RUSSELL COLEMAN & LOGAN, PC |
DALLAS TX |
| 106 |
| $38.8M |
| $542K |
| 4 | RIMON, P.C. RIMON 401(K) SAVINGS PLAN | BOISE ID | 105 | $23.3M | $330K |
| 5 | DEHAY & ELLISTON, LLP DEHAY & ELLISTON, LLP 401(K) PROFIT SHARING PLAN | DALLAS TX | 67 | $17.5M | $292K |
| 6 | CARDINAL LAW GROUP, LTD CARDINAL LAW GROUP, LTD RETIREMENT PLAN | EVANSTON IL | 162 | $22.1M | $217K |
| 7 | FRANKLIN & PROKOPIK, P.C. FRANKLIN & PROKOPIK 401(K) SAVINGS & PROFIT SHARING | BALTIMORE MD | 191 | $26.4M | $152K |
| 8 | OREGON LAW CENTER OREGON LAW CENTER | PORTLAND OR | 102 | $10.9M | $131K |
| 9 | KLASKO IMMIGRATION LAW PARTNERS KLASKO IMMIGRATION LAW PARTNERS, LLP | PHILADELPHIA PA | 89 | $11.3M | $106K |
| 10 | BORAH, GOLDSTEIN, ALTSCHULER, BORAH, GOLDSTEIN, ALTSCHULER, NAHINS & GOIDEL, P.C. | NEW YORK NY | 89 | $17.0M | $77K |
