Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding (h) CurrentValue in their Schedule of Assets, totaling $10.4M 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 | UPPER PENINSULA POWER COMPANY UPPER PENINSULA POWER COMPANY RETIREMENT PLAN | MARQUETTE MI | 50 | $87.3M | $5.8M |
| 2 | WHEATON VAN LINES, INC. WHEATON VAN LINES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | INDIANAPOLIS IN | 101 | $25.1M | $2.5M |
| 3 | VELOCITY CREDIT UNION |
AUSTIN TX |
| 80 |
| $52.6M |
| $2.1M |
