Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Investments in securities in their Schedule of Assets, totaling $776.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ULLICO INVESTMENT ADVISORS INC ULLICO DIVERSIFIED INTERNATIONAL EQUITY FUND LP | SILVER SPRING MD | — | $659.1M | $634.2M |
| 2 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN | PASADENA CA | 26,682 | $1.2B | $75.1M |
| 3 | ULLICO INVESTMENT ADVISORS INC |
SILVER SPRING MD |
| — |
| $68.5M |
| $67.2M |
