Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Oppenheimer in their Schedule of Assets, totaling $13.8M 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 | UNITED RENTALS (NORTH AMERICA), INC. UNITED RENTALS 401(K) INVESTMENT PLAN | STAMFORD CT | 23,378 | $2.3B | $5.7M |
| 2 | CDI PRODUCTS, LLC FENNER AEP 401(K) PLAN | HUMBLE TX | 817 | $100.4M | $2.8M |
| 3 | J.H. FINDORFF & SON INC. J.H. FINDORFF & SON INC. EMPLOYEE RETIREMENT PLAN |
MADISON WI |
| 284 |
| $90.7M |
| $1.3M |
| 4 | GEVO, INC. GEVO, INC. 401(K) PLAN | ENGLEWOOD CO | 118 | $11.7M | $822K |
| 5 | CEDAR VALLEY BANKSHARES, LTD. CEDAR VALLEY BANKSHARES, LTD PROFIT SHARING AND | CHARLES CITY IA | 128 | $15.8M | $587K |
| 6 | LEVAIN BAKERY, INC. LEVAIN BAKERY COOKIE JAR 401(K) PLAN | NEW YORK NY | 427 | $6.3M | $534K |
| 7 | O'RIELLY MOTOR COMPANY & AFFILIATES O'RIELLY MOTOR COMPANY & AFFILIATES EMPLOYEE INVESTMENT/SAVINGS PLAN | TUCSON AZ | 190 | $11.9M | $410K |
| 8 | NEGWER MATERIALS, INC. NEGWER MATERIALS, INC. 401(K) PLAN | ST LOUIS MO | 209 | $21.5M | $409K |
| 9 | TRIDENT PRECISION MANUFACTURING INC. TRIDENT PRECISION MANUFACTURING, INC. RETIREMENT SAVINGS PLAN | WEBSTER NY | 104 | $11.3M | $323K |
| 10 | ACHIEVEMENT FIRST, INC. ACHIEVEMENT FIRST, INC. 403(B) PLAN | NEW HAVEN CT | 1,869 | $88.2M | $248K |
