Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Rollovers - in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUMMA HEALTH SUMMA HEALTH 403(B) RETIREMENT SAVINGS PLAN | AKRON OH | 4,479 | $855.2M | $3.7M |
| 2 | WEWORK MANAGEMENT LLC WEWORK 401(K) PLAN | NEW YORK NY | 1,320 | $161.8M | $746K |
| 3 | COLONY DISPLAY, LLC COLONY DISPLAY, LLC 401(K) PLAN |
| 203 |
| $6.6M |
| $245K |
| 4 | EMI PORTA HOLDCO LLC EMI PORTA HOLDCO LLC 401(K) PROFIT SHARING PLAN & TRUST | MEMPHIS TN | 384 | $7.2M | $227K |
| 5 | BUILT IN, INC. BUILT IN, INC. PLAN | CHICAGO IL | 89 | $9.0M | $152K |
| 6 | THE SERVICE PROFESSOR LLC THE SERVICE PROFESSOR LLC 401(K) PROFIT SHARING PLAN & TRUST | GRAND RAPIDS MI | 0 | $0 | $2K |
