Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Oppenheimer Funds OGMIX - Oppenheimer Gold & Special Minerals I in their Schedule of Assets, totaling $3.2M 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 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $2.8M |
| 2 | PROPEL PEO, INC. PROPEL HR 401(K) PLAN | GREENVILLE SC | 1,496 | $85.4M | $137K |
| 3 | LYONS & COMPANY, INC. LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN |
GADSDEN AL |
| 2,794 |
| $79.9M |
| $103K |
| 4 | LOTUS HR, INC. LOTUS HR, INC. 401(K) PLAN | MONTGOMERY AL | 198 | $6.7M | $75K |
| 5 | EEMPLOYERS SOLUTIONS, INC. EEMPLOYERS SOLUTIONS, INC. MULTIPLE EMPLOYER PLAN | SAN ANTONIO TX | 1,095 | $35.6M | $55K |
| 6 | ERIGO, INC. / NORTHKEY COMMUNITY CARE ERIGO 401(K) PLAN | FT. MITCHELL KY | 474 | $14.7M | $28K |
| 7 | INTEGRITY EMPLOYEE LEASING, INC. INTEGRITY EMPLOYEE LEASING RETIREMENT PLAN | PUNTA GORDA FL | 2,139 | $8.3M | $6K |
| 8 | INTEGRITY EMPLOYEE LEASING, INC. INTEGRITY EMPLOYEE LEASING RETIREMENT PLAN | PUNTA GORDA FL | 1,966 | $6.9M | $4K |
| 9 | CURRENT HR CURRENT HR 401(K) PLAN | FORT WRIGHT KY | 565 | $8.1M | $2K |
