Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oppenheimer Funds in their Schedule of Assets, totaling $65K 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 | TRINITY MANAGEMENT, LLC TRINITY MANAGEMENT, LLC 401(K) PLAN | BOSTON MA | 256 | $9.4M | $40K |
| 2 | BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 403(B) THRIFT PLAN OF BIG BROTHERS BIG SISTERS INDEPENDENCE REGION | PHILADELPHIA PA | 87 | $1.7M | $25K |
