Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Massmutual Overseas I Mutual Fund in their Schedule of Assets, totaling $10.3M 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 | DAVID E. HARVEY BUILDERS, INC. DAVID E. HARVEY BUILDERS, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 644 | $91.4M | $4.1M |
| 2 | T & M ASSOCIATES T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE PLAN | MIDDLETOWN NJ | 378 | $103.0M | $3.8M |
| 3 | WRIGHT-PIERCE |
TOPSHAM ME |
| 342 |
| $76.9M |
| $2.3M |
| 4 | THE ARCHWAY PROGRAMS THE ARCHWAY PROGRAMS RETIREMENT SAVINGS PLAN | ATCO NJ | 432 | $15.6M | $72K |
| 5 | HEALTHMARK INDUSTRIES COMPANY HEALTHMARK 401(K) PLAN | FRASER MI | 299 | $18.0M | $11K |