Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Legal fees - in their Schedule of Assets, totaling $675K 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 | BD OF TRUSTEES BAKERY DRIVERS LOCAL 550 AND INDUSTRY PENSION FUND BAKERY DRIVERS LOCAL 550 AND INDUSTRY PENSION FUND | FLORAL PARK NY | 19 | $1.4M | $594K |
| 2 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND | KANSAS CITY MO | 783 | $63.5M | $33K |
| 3 |
MERCER ISLAND WA |
| 3,021 |
| $83.6M |
| $26K |
| 4 | COMMUNICATION WORKERS LOCAL 1109 WELFARE FUND COMMUNICATIONS WORKERS LOCAL 1109 WELFARE FUND 1845 UTICA AVENUE BROOKLYN NY 11234 | BROOKLYN NY | 104 | $2.6M | $20K |
| 5 | TRUSTEES OF LOCAL 649, IBEW SUPPLEMENTAL UNEMPLOYMENT BENEFIT WELFARE LOCAL 649, IBEW SUPPLEMENTAL UNEMPLOYMENT BENEFIT WELFARE FUND | ST. LOUIS MO | 609 | $8.9M | $2K |
