Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lazard EMkts Eq Inv Value Of Int. In Reg. Invest Co. N/A in their Schedule of Assets, totaling $1.5M 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 | GOLDENWEST FEDERAL CREDIT UNION GOLDENWEST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | OGDEN UT | 710 | $27.0M | $1.4M |
| 2 | BLACKHAWK COMMUNITY CREDIT UNION BLACKHAWK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | JANESVILLE WI | 191 | $14.5M | $54K |
