Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AQR Long-Short Equity Fund Mutual fund in their Schedule of Assets, totaling $316K 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 | FT PRECISION INC. FTP 401(K) PLAN | FREDERICKTOWN OH | 172 | $11.1M | $140K |
| 2 | MAKENA CAPITAL MANAGEMENT, LLC MAKENA 401(K) PLAN | MENLO PARK CA | 79 | $35.7M | $87K |
| 3 | GROUP PLAN SYSTEMS, LLC MY 401(K) PLAN | COLUMBUS OH |
| 12,606 |
| $102.8M |
| $64K |
| 4 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $13K |
| 5 | AG RX AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | OXNARD CA | 120 | $18.8M | $12K |