Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding investments - in their Schedule of Assets, totaling $40.1M 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 VALUE-ADD REAL ESTATE FUND I LP | — | — | $49.4M | $37.1M |
| 2 | CURTISS WRIGHT CORPORATION CURTISS WRIGHT CORPORATION RETIREMENT PLAN | PARSIPPANY NJ | 1,454 | $872.8M | $1.7M |
| 3 | UNIVERSITY OF MIAMI RETIREMENT PLAN FOR EMPLOYEES OF THE UNIV OF MIAMI |
CORAL GABLES FL |
| 1,788 |
| $567.4M |
| $1.4M |
