Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Highland Capital Mgmt Highland Ultra Conservative Strategy N/A in their Schedule of Assets, totaling $41K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AVE MARIA HOME AVE MARIA HOME RETIREMENT PLAN | MEMPHIS TN | 210 | $2.2M | $41K |
