Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Common collective trust fund (held by Principal Trust Company) Morley Capital Management Morley Stable Value 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 | VICTOR ENVELOPE COMPANY VICTOR ENVELOPE COMPANY SALARY REDUCTION 401(K) PLAN AND TRUST | BENSENVILLE IL | 238 | $39.9M | $2.9M |
