Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Morley Capital Management in their Schedule of Assets, totaling $10.9M 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 | HINMAN, HOWARD & KATTELL, LLP HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 1 | BINGHAMTON NY | 143 | $50.3M | $4.9M |
| 2 | HINMAN, HOWARD & KATTELL, LLP HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 | BINGHAMTON NY | 1 | $50.3M | $4.9M |
| 3 | HIREL CONNECTORS, INC. |
CLAREMONT CA |
| 444 |
| $14.5M |
| $1.1M |
| 4 | ORA, LLC ORA, LLC 401(K) PLAN | ANDOVER MA | 398 | $26.2M | $36K |
