Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Legal & General Commodity Strategy Fund Institutional Shares " in their Schedule of Assets, totaling $579K 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 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $213K |
| 2 | GREAT LAKES FOOT & ANKLE INSTITUTE, PC BEYOND PODIATRY 401(K) PLAN | CHESTERFIELD MI | 252 | $15.1M | $142K |
| 3 | VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN |
SHAMOKIN PA |
| 96 |
| $8.6M |
| $105K |
| 4 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $74K |
| 5 | HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD CO | 107 | $6.7M | $40K |
| 6 | LULA-WESTFIELD, L.L.C. LULA-WESTFIELD, L.L.C. SAVINGS PLAN | PAINCOURTVILLE LA | 127 | $15.4M | $4K |
| 7 | C.A.S.E. CONSTRUCTION, INC. C.A.S.E. CONSTRUCTION, INC. RETIREMENT PLAN | EDINBURGH IN | 101 | $4.3M | $2K |