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 2030 Fund in their Schedule of Assets, totaling $21.3M 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 | CACTUS DRILLING COMPANY, LLC CACTUS DRILLING COMPANY, LLC 401(K) PLAN | OKLAHOMA CITY OK | 1,265 | $123.0M | $9.5M |
| 2 | WEBCO INDUSTRIES, INC. WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN | SAND SPRINGS OK | 1,383 | $99.9M | $7.6M |
| 3 | KAISER-FRANCIS OIL COMPANY |
TULSA OK |
| 320 |
| $115.9M |
| $4.1M |
