Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding dates -0- in their Schedule of Assets, totaling $75.4M 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 | MEMORIAL HERMANN HEALTH SYSTEM MEMORIAL HERMANN HEALTH SYSTEM EMPLOYEES' RETIREMENT SAVINGS PLAN | HOUSTON TX | 32,735 | $3.3B | $75.3M |
| 2 | BEHAVIOR INTERVENTIONS, INC. BEHAVIOR INTERVENTIONS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 463 | $7.6M | $56K |
| 3 | WINSTEAD PC |
DALLAS TX |
| 156 |
| $35.2M |
| $44K |