Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MassMutual Select MassMutual Select Trp Retirement 2020 I in their Schedule of Assets, totaling $3.4M 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 | BATESCAREY LLP BATESCAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES | CHICAGO IL | 94 | $61.7M | $3.3M |
| 2 | KELLEY KRONENBERG, P.A. KELLEY KRONENBERG 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 413 | $20.1M | $75K |