Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mellon Stable Value in their Schedule of Assets, totaling $23.2M 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 | CROWLEY HOLDINGS INC. CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA | JACKSONVILLE FL | 1,548 | $410.6M | $18.4M |
| 2 | JERGENS, INC. JERGENS, INC. SALARY REDUCTION PROFIT SHARING RETIREMENT PLAN AND TRUST | CLEVELAND OH | 252 | $26.2M | $2.2M |
| 3 | GENESIS CORP. GENESIS CORP. 401(K) EMPLOYEES SAVINGS PLAN |
NEW YORK NY |
| 1,426 |
| $43.3M |
| $1.6M |
| 4 | CROWLEY MARITIME CORPORATION CROWLEY RETIREMENT INCOME SYSTEM PLAN - PUERTO RICO | JACKSONVILLE FL | 84 | $11.4M | $1.1M |