Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding HERNDON LLC Partnership/Joint Venture Interests in their Schedule of Assets, totaling $7.5M 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 | YALE UNIVERSITY YALE UNIVERSITY RETIREMENT PLAN FOR STAFF EMPLOYEES | NEW HAVEN CT | 7,789 | $2.0B | $5.0M |
| 2 | YALE UNIVERSITY YALE UNIVERSITY PLAN OF HEALTH COVERAGE FOR RETIRED EMPLOYEES | NEW HAVEN CT | 19,006 | $1.1B | $2.5M |
