Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AQR Risk-Balanced Commodities Strat R6 in their Schedule of Assets, totaling $2.8M 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 | CENTRASTATE HEALTHCARE SYSTEM CENTRASTATE HEALTHCARE SYSTEM 403(B) RETIREMENT SAVINGS PLAN | FREEHOLD NJ | 2,318 | $200.4M | $1.8M |
| 2 | CENTRASTATE HEALTHCARE SYSTEM CENTRASTATE HEALTHCARE SYSTEM RETIREMENT PLAN | FREEHOLD NJ | 2,612 | $111.7M | $943K |
| 3 | BERG GROUP, LLC |
CHASKA MN |
| 69 |
| $7.9M |
| $5K |