Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding EVERCORE INC A in their Schedule of Assets, totaling $2.3M 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 | LORD ABBETT & CO LLC LORD ABBETT SMALL CAP GROWTH TRUST | KANSAS CITY MO | — | $126.4M | $1.9M |
| 2 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $359K |
