Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lazard International Strategic Equity Portfolio Institutional Shares Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | ADLER POLLOCK & SHEEHAN P.C. ADLER POLLOCK & SHEEHAN P.C. 401(K) RETIREMENT PLAN | PROVIDENCE RI | 123 | $67.3M | $1.9M |
| 2 | CTC GLOBAL CORPORATION CTC GLOBAL CORPORATION 401(K) PLAN | IRVINE CA | 295 | $19.0M | $3K |
