Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Matrix Trust Company StarCore Global Value in their Schedule of Assets, totaling $544K 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 | HUITT-ZOLLARS, INC. HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST | DALLAS TX | 522 | $78.6M | $499K |
| 2 | PRITCHARD & ABBOTT, INC. PRITCHARD & ABBOTT, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | FORT WORTH TX | 109 | $48.8M | $41K |
| 3 | WILLBANKS METALS INC |
FORT WORTH TX |
| 164 |
| $3.4M |
| $3K |