Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Morley Stable Value Fund Collective trust in their Schedule of Assets, totaling $90.3M 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 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN | ELIZABETH NJ | 284 | $90.8M | $11.7M |
| 2 | SYNAPTICS, INC. SYNAPTICS, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 350 | $183.8M | $10.4M |
| 3 | WEST COAST PAPER COMPANY THE PROFIT SHARING PLAN AND TRUST OF WEST COAST PAPER COMPANY |
KENT WA |
| 473 |
| $87.6M |
| $8.5M |
| 4 | FIRST AMERICAN BANK FIRST AMERICAN BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | ARTESIA NM | 197 | $81.5M | $7.9M |
| 5 | ARCTIC STORM, INC. ARCTIC STORM INC RETIREMENT SAVINGS 401(K) PLAN AND TRUST | SEATTLE WA | 387 | $32.8M | $7.9M |
| 6 | ENKEI AMERICA, INC. ENKEI AMERICA, INC. SAVINGS PLAN | COLUMBUS IN | 613 | $33.2M | $7.5M |
| 7 | NORTHWEST FIBER LLC ZIPLY FIBER 401(K) PLAN | KIRKLAND WA | 1,757 | $174.1M | $6.2M |
| 8 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN | ELIZABETH NJ | 392 | $72.9M | $3.8M |
| 9 | DELTA MARINE INDUSTRIES, INCORPORATED DELTA MARINE INDUSTRIES, INCORPORATED EMPLOYEES' RETIREMENT PLAN | SEATTLE WA | 258 | $37.7M | $2.9M |
| 10 | SWANSON GROUP, INC. SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | ROSEBURG OR | 720 | $64.4M | $2.3M |
