Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Morley Stable Value " in their Schedule of Assets, totaling $38.1M 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 | CHARTER MANUFACTURING COMPANY, INC. CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN | MEQUON WI | 2,332 | $503.3M | $17.4M |
| 2 | FLATIRON CONSTRUCTION CORP. FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN | BROOMFIELD CO | 1,572 | $261.0M | $10.1M |
| 3 | TOLEDO ENGINEERING CO., INC. |
TOLEDO OH |
| 142 |
| $28.0M |
| $2.8M |
| 4 | NEW LONDON COUNTY MUTUAL INSURANCE COMPANY SAVINGS PLAN OF NEW LONDON COUNTY MUTUAL INSURANCE COMPANY | NORWICH CT | 78 | $29.4M | $1.8M |
| 5 | FIRST NATIONAL BANK OF WATERLOO FIRST NATIONAL BANK OF WATERLOO PROFIT SHARING AND SAVINGS PLAN | WATERLOO IL | 191 | $15.9M | $849K |
| 6 | DENT NEUROLOGIC GROUP DENT NEUROLOGIC GROUP 401(K) PLAN | AMHERST NY | 517 | $52.2M | $837K |
| 7 | BOSTON IVF, LLC BOSTON IVF 401(K) PLAN | WALTHAM MA | 665 | $44.5M | $768K |
| 8 | ADVANCE MFG. CO., INC. ADVANCE MFG. CO., INC. PROFIT SHARING PLAN | WESTFIELD MA | 251 | $38.0M | $765K |
| 9 | EQUITY COOPERATIVE LIVESTOCK SALES ASSOCIATION EQUITY COOPERATIVE LIVESTOCK SALES ASSOCIATION 401(K) SALARY REDUCTION PLAN AND TRUST | BARABOO WI | 269 | $8.6M | $640K |
| 10 | ECR INTERNATIONAL, INC. ECR INTERNATIONAL, INC. 401(K) AND PROFIT SHARING PLAN | UTICA NY | 75 | $25.8M | $566K |
