Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Morley Stable Value Fund Class 25-I in their Schedule of Assets, totaling $15.2M 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 | HARMONIC DRIVE LLC SAVINGS PLAN OF HARMONIC DRIVE LLC | BEVERLY MA | 218 | $26.9M | $6.4M |
| 2 | ROGERS MACHINERY COMPANY, INC. ROGERS MACHINERY COMPANY, INC. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 371 | $69.8M | $6.3M |
| 3 | BLACKSMITH AUTOMOTIVE MANAGEMENT, INC. |
ENGLEWOOD NJ |
| 279 |
| $33.3M |
| $1.6M |
| 4 | GMI HOLDING, INC. GMI HOLDING, INC. 401(K) PLAN | GREENWOOD SC | 757 | $27.1M | $792K |
| 5 | THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN | NASHVILLE TN | 117 | $13.7M | $105K |
