Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Recordkeeping fees in their Schedule of Assets, totaling $177K 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 THE RETIREMENT PLAN RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 | WAUKESHA WI | 1,960 | $374.0M | $156K |
| 2 | GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN | CHEEKTOWAGA NY | 391 | $30.0M | $21K |
