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 Fund in their Schedule of Assets, totaling $5.6M 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 | LEXICON MANAGEMENT GROUP, INC. LEXICON 401(K) PLAN | LITTLE ROCK AR | 2,463 | $82.5M | $3.1M |
| 2 | ORTHOARKANSAS, P.A. ORTHOARKANSAS, P.A. PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 312 | $61.1M | $1.2M |
| 3 | CENTRAL METHODIST UNIVERSITY CENTRAL METHODIST UNIVERSITY DC RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN |
FAYETTE MO |
| 351 |
| $42.7M |
| $1.1M |
| 4 | TRANSOURCE, INC. TRANSOURCE, INC. 401(K) INVESTMENT PLAN | COLFAX NC | 361 | $15.2M | $139K |
| 5 | STERILE COMPOUNDING OF AMERICA SCA PHARMACEUTICALS 401(K) PLAN | LITTLE ROCK AR | 479 | $17.0M | $19K |
