Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Minnesota Life Insurance Company Wellington Discip Us Eq in their Schedule of Assets, totaling $8.5M 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 | MERIDAN GROUP INTERNATIONAL, INC. MERIDIAN GROUP 401(K) PLAN | DEERFIELD IL | 258 | $76.8M | $6.4M |
| 2 | MORRIS P. HEBERT, INC. MORRIS P. HEBERT, INC. 401(K) RETIREMENT PLAN PLAN AND TRUST | HOUMA LA | 115 | $18.4M | $1.2M |
| 3 | BMC AGGREGATES BMC AGGREGATES L.C. PLAN |
ELK RUN HEIGHTS IA |
| 148 |
| $11.0M |
| $840K |
