Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Morley Capital Stable Value Fund in their Schedule of Assets, totaling $15.4M 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 | DRL ENTERPRISES, INC. DRL ENTERPRISES, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN | GLENVIEW IL | 357 | $82.2M | $11.7M |
| 2 | LBC HOUSTON L.P. LBC INVESTMENT AND RETIREMENT PLAN | HOUSTON TX | 245 | $50.9M | $3.7M |
| 3 | CERTIFIED FLOORING INSTALLATION, IN C. CERTIFIED FLOORING INSTALLATION 401(K) PLAN |
HEBRON KY |
| 101 |
| $2.0M |
| $2K |