Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Credit Suisse Commodity Return Strategy Fund in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED BANKSHARES, INC. UNITED BANKSHARES, INC. PENSION PLAN | PARKERSBURG WV | 259 | $183.0M | $2.6M |
| 2 | AMERICAN & EFIRD LLC AMERICAN & EFIRD EMPLOYEES' PENSION PLAN | CHARLOTTE NC | 175 | $36.1M | $354K |
| 3 | CCMSI HOLDINGS, INC. CCMSI 401(K) PLAN |
DANVILLE IL |
| 1,552 |
| $75.6M |
| $105K |
| 4 | GREENLEAF TRUST GREENLEAF TRUST 401(K) PLAN | KALAMAZOO MI | 244 | $90.0M | $44K |
