Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Morley Morley Stable Val Fund Class 25 I in their Schedule of Assets, totaling $43.6M 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 | SEH AMERICA, INC. SEH AMERICA, INC. EMPLOYEE BENEFIT SAVINGS PLAN | VANCOUVER WA | 1,115 | $169.7M | $23.0M |
| 2 | COLONY BRANDS, INC. COLONY BRANDS, INC. RETIREMENT SAVINGS PLAN | MONROE WI | 1,910 | $186.0M | $10.8M |
| 3 | RED WING SHOE COMPANY, INC. RED WING SHOE COMPANY, INC. 401(K) PROFIT SHARING PLAN |
RED WING MN |
| 1,910 |
| $190.8M |
| $8.1M |
| 4 | MONROE PLUMBERS & PIPEFITTERS LOCAL 671 MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST | LANSING MI | 301 | $60.9M | $1.6M |
| 5 | AMERICAN ROLLER COMPANY, LLC AMERICAN ROLLER COMPANY RETIREMENT PLAN | UNION GROVE WI | 433 | $32.4M | $121K |