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 Mutual fund in their Schedule of Assets, totaling $1.3M 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 | GEORGE J. IGEL & CO., INC. GEORGE J. IGEL & CO., INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 124 | $36.0M | $581K |
| 2 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $498K |
| 3 | OMAHA NATIONAL GROUP, INC. |
OMAHA NE |
| 206 |
| $11.3M |
| $63K |
| 4 | V.T. CONSTRUCTION, INC. V.T. CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 131 | $3.9M | $46K |
| 5 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $35K |
| 6 | SPANISH SPEAKING UNITY COUNCIL OF ALAMEDA COUNTY THE UNITY COUNCIL 403(B) PLAN | OAKLAND CA | 340 | $10.7M | $22K |
| 7 | BEE SWEET CITRUS, INC. BEE SWEET CITRUS, INC. 401(K) PROFIT SHARING PLAN | FOWLER CA | 364 | $7.4M | $5K |
