Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Registered investment company - in their Schedule of Assets, totaling $143.3M 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 | JUNIATA COLLEGE JUNIATA COLLEGE RETIREMENT PLAN | HUNTINGDON PA | 344 | $138.0M | $91.5M |
| 2 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION RETIREMENT PLAN | NEW ORLEANS LA | 1,260 | $444.2M | $44.2M |
| 3 | SOUTHERN COMPANY SERVICES, INC. SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES |
ATLANTA GA |
| 0 |
| $380.6M |
| $7.0M |
| 4 | KATCEF BROTHERS, INC. KATCEF BROTHERS, INC. 401(K) PLAN | ANNAPOLIS MD | 123 | $13.9M | $613K |
