Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Gabelli US MM I in their Schedule of Assets, totaling $15.2M 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 | CLEARY GOTTLIEB STEEN & HAMILTON LLP CLEARY GOTTLIEB STEEN & HAMILTON LLP TAX OPPORTUNITY PLAN FOR SAVINGS TRUST | NEW YORK NY | — | $1.1B | $6.6M |
| 2 | AMI US HOLDINGS INC. AMI US HOLDINGS INC. 401(K) RETIREMENT SAVINGS PLAN | DULUTH GA | 171 | $87.5M | $4.1M |
| 3 | BI WORLDWIDE |
EDINA MN |
| 1,076 |
| $299.7M |
| $2.6M |
| 4 | SAMSARA INC. SAMSARA 401(K) PLAN | SAN FRANCISCO CA | 2,550 | $240.1M | $1.2M |
| 5 | SOFTSERVE, INC. SOFTSERVE, INC. 401(K) PLAN | FORT MYERS FL | 285 | $25.9M | $271K |
| 6 | PANORAMA EDUCATION, INC. PANORAMA EDUCATION, INC. RETIREMENT TRUST | BOSTON MA | 293 | $35.9M | $138K |
| 7 | FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 183 | $15.7M | $123K |
| 8 | CENTURY CONTRACTORS, INC. CENTURY CONTRACTORS, INC. 401(K) PLAN | MATTHEWS NC | 223 | $18.7M | $58K |
| 9 | INTERSECT POWER, LLC INTERSECT POWER 401(K) PLAN | SAN FRANCISCO CA | 194 | $14.7M | $54K |
| 10 | ZUME, INC. ZUME, INC. 401(K) PLAN | CAMARILLO CA | 26 | $2.4M | $31K |
