Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CF MARTINGALE INVSTMNT TRUST SERIES 1 Commingled Trust Funds in their Schedule of Assets, totaling $71.5M 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 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION MASTER RETIREMENT TRUST | LOUISVILLE KY | — | $578.3M | $35.8M |
| 2 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION SALARIED EMPLOYEES RETIREMENT PLAN | LOUISVILLE KY | 1,236 | $477.9M | $29.4M |
| 3 | BROWN-FORMAN CORPORATION |
LOUISVILLE KY |
| 547 |
| $50.9M |
| $3.0M |
| 4 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION RETIREMENT PLAN | LOUISVILLE KY | 87 | $35.0M | $2.2M |
| 5 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES | LOUISVILLE KY | 49 | $17.2M | $1.1M |
