Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Homestead Small Company Stock Fund 262,208 shares in their Schedule of Assets, totaling $6.9M 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 | OKLAHOMA ELECTRIC COOPERATIVE OKLAHOMA ELECTRIC COOPERATIVE RETIREE WELFARE BENEFIT PLAN | NORMAN OK | 210 | $32.8M | $6.9M |
