Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding RETIREMENT INCOME in their Schedule of Assets, totaling $82.1M 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 | LAWRENCE LIVERMORE NATIONAL SECURITY LLC LLNS DEFINED CONTRIBUTION PLANS MASTER TRUST | LIVERMORE CA | — | $3.1B | $81.5M |
| 2 | LEON N. WEINER ASSOCIATES, INC. LNWAI/ARBOR MANAGEMENT 401(K) PLAN | WILMINGTON DE | 234 | $21.4M | $599K |
