Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Issuer Description Cost Current Value * BOK Financial Retirement 2040 Common Collective Trust N/A in their Schedule of Assets, totaling $5.9M 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 | OIL CAPITAL ELECTRIC, LLC OCE 401(K) PLAN | BROKEN ARROW OK | 268 | $20.8M | $5.9M |
