Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Moelis & Co Cl A in their Schedule of Assets, totaling $1.3M 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 | IBEW JOINT PENSION FUND LOCAL 456 I.B.E.W. LOCAL 456 PENSION PLAN | WEST TRENTON NJ | 712 | $301.8M | $1.1M |
| 2 | FIRST NATIONAL BANK OF OMAHA FIRST NATIONAL BANK OF OMAHA PENSION PLAN | OMAHA NE | 759 | $281.5M | $248K |
| 3 | LOCAL 6559 PENSION FUND LOCAL 6559 PENSION FUND |
PORT WASHINGTON NY |
| 328 |
| $14.9M |
| $25K |
