Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Bartlett & West, Inc. 14,430.5465 shares of common stock in their Schedule of Assets, totaling $72.3M 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 | BARTLETT & WEST, INC. BARTLETT & WEST, INC. EMPLOYEE STOCK OWNERSHIP PLAN | TOPEKA KS | 477 | $86.7M | $72.3M |
