Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFO RUSSELL 2000 NON LENDING SER CL A in their Schedule of Assets, totaling $47.0M 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 | SONY CORPORATION OF AMERICA SONY USA 401(K) PLAN | NEW YORK NY | 13,338 | $6.2B | $42.0M |
| 2 | HALLIBURTON COMPANY SMALL CAP EQUITY STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $151.4M | $4.9M |