Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 160 U.S. retirement plans report holding MORLEY INCOME FUND IV in their Schedule of Assets, totaling $34.8M 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 | GREENHECK FAN CORPORATION GREENHECK FAN CORPORATION 401(K) & SAVINGS PLAN | SCHOFIELD WI | 4,531 | $578.9M | $3.6M |
| 2 | BLDING LABORERS LOCAL 310 ANNUITY BUILDING LABORERS LOCAL 310 ANNUITY FUND | CLEVELAND OH | 1,862 | $125.2M | $3.0M |
| 3 | COVENANT MANAGEMENT SYSTEMS, LP |
AUSTIN TX |
| 2,584 |
| $414.2M |
| $2.4M |
| 4 | TEXAS FARM BUREAU TEXAS FARM BUREAU COMPANIES 401(K) PLAN | WACO TX | 1,003 | $181.7M | $2.1M |
| 5 | HARRIS BEACH PLLC HARRIS BEACH 401(K) PROFIT SHARING PLAN | PITTSFORD NY | 390 | $211.2M | $1.4M |
| 6 | ACUITY ACUITY, A MUTUAL INSURANCE COMPANY 401(K) PLAN | SHEBOYGAN WI | 1,770 | $639.1M | $1.4M |
| 7 | TURNING STONE ENTERPRISES, LLC TURNING STONE ENTERPRISES, LLC 401 (K) PLAN | VERONA NY | 6,878 | $222.4M | $927K |
| 8 | PECHANGA DEVELOPMENT CORPORATION PECHANGA DEVELOPMENT CORPORATION 401(K) PLAN | TEMECULA CA | 3,780 | $224.4M | $807K |
| 9 | MFA INCORPORATED MFA 401(K) PLAN | COLUMBIA MO | 1,889 | $154.5M | $602K |
| 10 | KLEINBERG, KAPLAN, WOLFF & COHEN, P.C. KLEINBERG, KAPLAN, WOLFF & COHEN, P.C. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 98 | $122.2M | $574K |
