Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding - - - (i) Net gainor (loss) (h) in their Schedule of Assets, totaling $21.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE GOODHEART-WILLCOX COMPANY, INC. THE GOODHEART-WILLCOX COMPANY, INC. EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP PLAN | TINLEY PARK IL | 157 | $116.6M | $11.8M |
| 2 | I.U.O.E. LOCAL #132 H & W FUND IUOE LOCAL NO. 132 HEALTH & WELFARE FUND | HUNTINGTON WV | 1,807 | $138.3M | $7.2M |
| 3 | MULLEN & FILIPPI, LLP |
SACRAMENTO CA |
| 126 |
| $20.5M |
| $946K |
| 4 | LABORERS ANNUITY FUND LOCAL #199 BOARD OF TRUSTEES LOCAL 199 LABORERS INTERNATIONAL UNION OF NORTH AMERICA ANNUITY PLAN | PITTSBURGH PA | 545 | $8.5M | $700K |
| 5 | IRWIN STEEL, LLC IRWIN STEEL, LLC PROFIT SHARING PLAN | JUSTIN TX | 175 | $5.7M | $477K |