Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Morley Capital Management Morley Stable Value Fund - in their Schedule of Assets, totaling $12.2M 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 | LNR PROPERTY LLC STARWOOD PROPERTY TRUST, INC. SAVINGS PLAN | MIAMI BEACH FL | 308 | $116.6M | $5.3M |
| 2 | GOLDBERG SEGALLA LLP GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN | BUFFALO NY | 922 | $112.4M | $2.8M |
| 3 | OILMEN'S EQUIPMENT CORPORATION OILMEN'S EQUIPMENT CORPORATION PROFIT SHARING AND 401(K) SAVINGS PLAN |
SPARTANBURG SC |
| 128 |
| $16.4M |
| $1.7M |
| 4 | AMERICAN RESTORATION OPERATIONS, LLC AMERICAN RESTORATION OPERATIONS 401(K) PLAN | IRVING TX | 622 | $28.4M | $846K |
| 5 | SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION SEIU LOCAL 503 RETIREMENT PLAN | SALEM OR | 174 | $32.9M | $813K |
| 6 | DIRECTION HOME OF EASTERN OHIO, INC. AREA AGENCY ON AGING 11, INC. 401(K) PLAN | YOUNGSTOWN OH | 149 | $8.7M | $276K |
| 7 | ORTHOPAEDIC CLINIC OF DAYTONA BEACH , P.A. ORTHOPAEDIC CLINIC OF DAYTONA BEACH, P.A. 401(K) PROFIT SHARING PLAN | DAYTONA BEACH FL | 144 | $23.2M | $235K |
| 8 | TRULITE GLASS & ALUMINUM SOLUTIONS, LLC TRULITE GLASS & ALUMINUM SOLUTIONS, LLC 401(K) PLAN | ALPHARETTA GA | 2,534 | $60.9M | $129K |
