Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lazard International Strategic Equity in their Schedule of Assets, totaling $5.4M 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 | JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 ROOFERS UNION LOCAL 30 COMBINED ANNUITY FUND | TROY MI | 1,985 | $111.9M | $4.5M |
| 2 | JOHNSON MATTHEY INC. JOHNSON MATTHEY INC. HOURLY 401(K) PLAN | WAYNE PA | 396 | $44.5M | $465K |
| 3 | HARDEL MUTUAL PLYWOOD CORP. |
CHEHALIS WA |
| 236 |
| $39.1M |
| $279K |
| 4 | JOHNSON INVESTMENT COUNSEL, INC. JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN | CINCINNATI OH | 150 | $88.1M | $156K |
| 5 | WATAUGA ORTHOPAEDICS, PLC WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN | JOHNSON CITY TN | 303 | $35.9M | $40K |
