Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Legal fees in their Schedule of Assets, totaling $1.2M 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 U.A. LOCAL UNION NO. 125 HEALTH AND WELFARE FUND U.A. LOCAL UNION NO. 125 HEALTH AND WELFARE FUND | CEDAR RAPIDS IA | 987 | $53.4M | $123K |
| 3 |
ORISKANY NY |
| 9,699 |
| $154.2M |
| $103K |
| 4 | BOARD OF TRUSTEES OF THE RETIREMENT PLAN RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 | WAUKESHA WI | 1,960 | $374.0M | $94K |
| 5 | NECA-IBEW PENSION TRUST FUND NECA-IBEW PENSION TRUST FUND | DECATUR IL | 6,690 | $1.6B | $90K |
| 6 | THE DANA NON-UNION RETIREE COMMITTEE DANA NON-UNION RETIREE VEBA TRUST | CHICAGO IL | 0 | $40.0M | $45K |
| 7 | MT OPERATING ENG CONST & MINING IND HEALTH & SECURITY & VACATION TRUST MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEALTH & SECURITY TRUST FUND | SPOKANE WA | 783 | $14.4M | $26K |
| 8 | NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEES NORTHWEST IRONWORKERS RETIREMENT PLAN | SEATTLE WA | 3,183 | $854.4M | $24K |
| 9 | IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRU IRONWORKERS DISTRICT COUNCIL OF THE PACIFIC NW FIELD IRONWORKERS ANNUITY TRUST FUND | MERCER ISLAND WA | 7,218 | $593.8M | $22K |
| 10 | UFCW UNION LOCAL 88 & EMPLOYERS HEALTH & UFCW UNION LOCAL 88 & EMPLOYERS HEALTH & WELFARE F | ST. LOUIS MO | 1,050 | $21.5M | $20K |
