Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Helios Technologies Inc Common Stock # in their Schedule of Assets, totaling $8.5M 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 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $6.6M |
| 2 | BMW OF NORTH AMERICA, LLC BMW SAVINGS PLAN | WOODCLIFF LAKE NJ | 12,867 | $2.3B | $844K |
| 3 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS MASTER TRUST |
SUSSEX WI |
| — |
| $2.1B |
| $483K |
| 4 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST | ATLANTA GA | — | $4.8B | $468K |
| 5 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND STEAMFITTERS LOCAL #449 PENSION PLAN | HARMONY PA | 1,652 | $479.3M | $63K |
| 6 | BERWIND CORPORATION BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN | PHILADELPHIA PA | 152 | $99.4M | $60K |
| 7 | COLORCON, INC. COLORCON, INC. EMPLOYEES' PENSION PLAN | HARLEYSVILLE PA | 143 | $79.3M | $49K |
