Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Employer Security SEI Trust Company SEI INVESTMENT COMPANY $0.00 in their Schedule of Assets, totaling $38.8M 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 | SEI INVESTMENTS COMPANY SEI CAPITAL ACCUMULATION PLAN | OAKS PA | 4,327 | $881.8M | $38.8M |