Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Morley Value Stable Fund in their Schedule of Assets, totaling $12.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUND HAWAII IRON WORKERS' ANNUITY PLAN | WAIPAHU HI | 626 | $56.7M | $12.7M |
| 2 | SARGENT & GREENLEAF, INC. SARGENT & GREENLEAF RETIREMENT PLAN | SUGAR HILL GA | 161 | $6.2M | $34K |
