Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Assets at fair value as of December 31, 2024 Level 1 Level 2 Level 3 Total Pooled separate accounts - - - $ in their Schedule of Assets, totaling $43.9M 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 | EQT PARTNERS, INC. EQT PARTNERS, INC. 401(K) PLAN | NEW YORK NY | 216 | $23.1M | $22.9M |
| 2 | CAPITOL DISTRIBUTION COMPANY, LLC CAPITOL DISTRIBUTION COMPANY LLC PROFIT SHARING 401(K) PLAN | CERRITOS CA | 107 | $10.1M | $9.7M |
| 3 | PIPES & SHAW LLC PIPES & SHAW LLC 401(K) PLAN |
NEW YORK NY |
| 310 |
| $8.9M |
| $8.5M |
| 4 | VMC SPECIALTY ALLOYS LLC VISTA METALS GEORGIA PRODUCTION EMPLOYEES 401(K) PLAN | ADAIRSVILLE GA | 221 | $2.9M | $2.8M |
