Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding BOKF, NA Retirement 2020 Fund in their Schedule of Assets, totaling $11.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHANDLER (U.S.A.), INC. CHANDLER (U.S.A), INC. 401(K) THRIFT PLAN | CHANDLER OK | 313 | $40.6M | $2.6M |
| 2 | CAREATC, INC. CAREATC, INC. 401(K) RETIREMENT SAVINGS PLAN | TULSA OK | 710 | $22.4M | $2.6M |
| 3 | HEAT TRANSFER EQUIPMENT COMPANY HEAT TRANSFER EQUIPMENT COMPANY SAVINGS PLAN |
TULSA OK |
| 130 |
| $13.7M |
| $1.7M |
| 4 | EXPRESS SERVICES, INC. EXPRESS SERVICES, INC. EMPLOYEE RETIREMENT BENEFIT PLAN | OKLAHOMA CITY OK | 424 | $44.9M | $1.3M |
| 5 | RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN | TULSA OK | 129 | $14.4M | $869K |
| 6 | TTCU FEDERAL CREDIT UNION TTCU RETIREMENT PLAN | TULSA OK | 395 | $49.3M | $718K |
| 7 | CLAIMS MANAGEMENT RESOURCES, INC. CMR 401(K)/PROFIT SHARING PLAN | OKLAHOMA CITY OK | 226 | $11.1M | $570K |
| 8 | WYANDOTTE TRIBE OF OKLAHOMA, A FEDERALLY CHARTERED CORPORATION WYANDOTTE TRIBAL CORPORATION 401(K) PLAN | WYANDOTTE OK | 710 | $13.6M | $420K |
| 9 | TULSA COMMUNITY FOUNDATION TCF 401(K) PLAN | TULSA OK | 595 | $31.5M | $417K |
| 10 | EXPRESS SERVICES, INC. EXPRESS EMPLOYMENT PROFESSIONALS 401(K) RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 400,408 | $2.5M | $68K |
