Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BOK Financial Retirement Fund 2020 Class III Fund in their Schedule of Assets, totaling $25.3M 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 | BOKF, NA BOK FINANCIAL 401(K) PLAN | TULSA OK | 4,961 | $1.2B | $25.3M |
