Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding collective trust fund in their Schedule of Assets, totaling $3.0M 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 | UNAKA COMPANY, INC UNAKA COMPANY 401(K) PROFIT SHARING PLAN | GREENEVILLE TN | 722 | $39.5M | $1.9M |
| 2 | ABC LEGAL HOLDINGS, LLC. ABC LEGAL SERVICES 401 (K) PLAN | SEATTLE WA | 643 | $17.9M | $439K |
| 3 | SHAUB-ELLISON COMPANY SHAUB-ELLISON COMPANY 401(K) PROFIT SHARING PLAN AND TRUST |
TACOMA WA |
| 164 |
| $12.7M |
| $397K |
| 4 | STEP2 DISCOVERY LLC STEP2 DISCOVERY LLC 401K PLAN | PITTSBURG KS | 220 | $11.6M | $249K |
