Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFO AMERICAN CENTY RETIREMENT DATE TR CONCENTRATED GRO (EAFE PLUS) TR· CL SS M in their Schedule of Assets, totaling $115.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN | NEW YORK NY | 6,545 | $4.2B | $53.1M |
| 2 | VINSON & ELKINS LLP VINSON & ELKINS L.L.P. RETIREMENT PLAN MASTER TRUST GENERAL FUND | HOUSTON TX | — | $359.3M | $25.1M |
| 3 | THE COCA-COLA COMPANY |
ATLANTA GA |
| — |
| $3.8B |
| $12.6M |
| 4 | THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS WORLD EX-US ACTIVE EQ FUND | ATLANTA GA | — | $106.2M | $12.6M |
| 5 | THE COCA-COLA COMPANY THE COCA-COLA COMPANY 401K PLAN | ATLANTA GA | 7,812 | $3.8B | $12.5M |
