Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AQR Large Cap Defensive Style Fund Mutual fund in their Schedule of Assets, totaling $822K 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 | TOLLESON WEALTH MANAGEMENT, INC. TOLLESON WEALTH MANAGEMENT 401(K) PLAN | DALLAS TX | 214 | $34.7M | $402K |
| 2 | AEGIS PROJECT CONTROLS CORP. AEGIS PROJECT CONTROLS 401(K) | SILVER SPRING MD | 151 | $11.5M | $346K |
| 3 | VILLARA CORPORATION VILLARA CORPORATION 401(K) PLAN |
MCCLELLAN CA |
| 849 |
| $31.8M |
| $37K |
| 4 | LAS VEGAS METRO CHAMBER OF COMMERCE THE ASSOCIATION 401(K) PLAN | LAS VEGAS NV | 907 | $16.0M | $32K |
| 5 | ERUS HOLDINGS, LLC MY 401K PLAN, LLC RETIREMENT PLAN | PHOENIX AZ | 210 | $957K | $4K |
