Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FIAM Sm Cp Cr Com Pl Cl HInstl in their Schedule of Assets, totaling $158.1M 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 | MORGAN, LEWIS AND BOCKIUS LLP LISA SOLLEY MORGAN, LEWIS AND BOCKIUS LLP MASTER TRUST | PHILADELPHIA PA | — | $2.0B | $79.5M |
| 2 | MORGAN LEWIS & BOCKIUS LLP LISA SOLLEY MORGAN, LEWIS & BOCKIUS LLP TAX SAVER RETIREMENT PLAN | PHILADELPHIA PA | 3,146 | $1.3B | $52.3M |
| 3 | MORGAN, LEWIS & BOCKIUS LLP LISA SOLLEY |
PHILADELPHIA PA |
| 2,477 |
| $714.0M |
| $26.3M |
