Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Houlihan Lokey Inc. Common stock in their Schedule of Assets, totaling $3.8M 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 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS MASTER TRUST | SUSSEX WI | — | $2.1B | $976K |
| 2 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS DIVERSIFIED PLAN | SUSSEX WI | 8,513 | $2.1B | $968K |
| 3 | SMART & FINAL PENSION PLAN SMART & FINAL PENSION PLAN |
| 820 |
| $168.9M |
| $804K |
| 4 | BAY AREA PAINTERS & TAPERS PENSION TRUST BAY AREA PAINTERS & TAPERS PENSION TRUST | DUBLIN CA | 3,428 | $700.0M | $495K |
| 5 | SPORTS WAREHOUSE, INC. TENNIS WAREHOUSE 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 511 | $26.8M | $146K |
| 6 | CROWN EQUIPMENT CORPORATION CROWN EQUIPMENT CORPORATION RETIREMENT PLAN | NEW BREMEN OH | 1,559 | $503.2M | $99K |
| 7 | BOARD OF TRUSTEES, FLINT AREA SHEET METAL WORKERS LOCAL 7 ZONE 4 FLINT AREA SHEET METAL WORKERS LOCAL 7-4 PENSION FUND | TROY MI | 203 | $61.8M | $50K |
| 8 | FIRSTENERGY CORP FIRSTENERGY CORP WELFARE PLAN | AKRON OH | 12,332 | $575.6M | $46K |
| 9 | COPIC TRUST COPIC COMPANIES DEFINED BENEFIT PENSION PLAN AND TRUST | DENVER CO | 122 | $71.3M | $42K |
| 10 | ORMET CORPORATION HOURLY RETIREE BENEFIT TRUST ORMET CORPORATION HOURLY RETIREE GROUP BENEFIT PLAN | PITTSBURGH PA | 0 | $44.9M | $37K |
