Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BOKF, NA Financial Retirement 2020 Fund in their Schedule of Assets, totaling $2.9M 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 | WEBCO INDUSTRIES, INC. WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN | SAND SPRINGS OK | 1,383 | $99.9M | $1.5M |
| 2 | KAISER-FRANCIS OIL COMPANY KAISER-FRANCIS OIL COMPANY RETIREMENT INCOME PLAN | TULSA OK | 320 | $115.9M | $954K |
| 3 | CACTUS DRILLING COMPANY, LLC |
OKLAHOMA CITY OK |
| 1,265 |
| $123.0M |
| $464K |
