Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Merrill Lynch in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES, LLC UNION WELFARE PLAN | CHICAGO IL | 397 | $14.5M | $3.7M |
| 2 | CHECKERED FLAG MOTOR CAR COMPANY, INC. CHECKERED FLAG MOTOR CAR COMPANY, INC. 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 578 | $32.2M | $271K |
| 3 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. |
MEMPHIS TN |
| 803 |
| $70.6M |
| $3K |
