Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Morley Morley Stable Value Fund in their Schedule of Assets, totaling $28.4M 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 | TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED 401(K) PLAN | THOUSAND OAKS CA | 8,616 | $2.1B | $7.0M |
| 2 | MAN CAPITAL CORPORATION MAN CAPITAL CORPORATION & AFFILIATED COMPANIES 401(K) DEFERRED INCOME SAVINGS PLAN | POMPANO BEACH FL | 162 | $56.3M | $6.7M |
| 3 | GRAEF-USA INC. |
MILWAUKEE WI |
| 315 |
| $77.8M |
| $3.3M |
| 4 | PHOENIX LOGISTICS, LLC PHOENIX LOGISTICS, LLC 401(K) PLAN | GILBERT AZ | 601 | $42.5M | $3.0M |
| 5 | CARROLL INDEPENDENT FUEL, LLC CARROLL INDEPENDENT FUEL 401(K) RETIREMENT PLAN | SPARKS GLENCOE MD | 1,122 | $45.4M | $2.6M |
| 6 | NEIGHBORHOOD HOUSE ASSOCIATION NEIGHBORHOOD HOUSE ASSOCIATION 401(K) PLAN | SAN DIEGO CA | 834 | $66.4M | $2.2M |
| 7 | EASTERN CONTROLS, INC. OF PA EASTERN CONTROLS, INC. OF PA 401(K) PROFIT SHARING PLAN | EDGEMONT PA | 114 | $14.7M | $1.3M |
| 8 | J. FRANK ASSOCIATES, LLC JOELE FRANK, WILKINSON BRIMMER KATCHER 401(K) PROFIT SHARING PLAN | NEW YORK NY | 232 | $90.4M | $1.1M |
| 9 | NATIONAL CONEY ISLAND, INC. NCI RETIREMENT PLAN | ROSEVILLE MI | 614 | $4.9M | $389K |
| 10 | VISTA MANAGING SERVICES, LLC VISTA MANAGING SERVICES 401(K) PLAN | FORT WORTH TX | 198 | $6.6M | $280K |
