Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding HOULIHAN LOKEY INC COMMON STOCK USD 0.001 in their Schedule of Assets, totaling $6.6M 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 | FACTORY MUTUAL INSURANCE COMPANY FACTORY MUTUAL INSURANCE COMPANY PENSION PLAN | JOHNSTON RI | 3,786 | $3.0B | $4.4M |
| 2 | BOARD OF TRUSTEES, AFTRA RETIREMENT PLAN AFTRA RETIREMENT PLAN | NEW YORK NY | 16,806 | $2.9B | $2.2M |
