Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Seafarer Overseas Gr and Income Instl. in their Schedule of Assets, totaling $6.9M 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 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN | CINCINNATI OH | 3,257 | $574.8M | $4.6M |
| 2 | AKT SERVICES, LLP ALDRICH RETIREMENT PLAN | LAKE OSWEGO OR | 376 | $106.7M | $2.3M |
| 3 | THE MILLER-CLAPPERTON PARTNERSHIP, INC. |
AUSTELL GA |
| 146 |
| $7.7M |
| $7K |
