Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Securities Fund Pooled separate account in their Schedule of Assets, totaling $4.6M 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 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $1.6M |
| 2 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $753K |
| 3 | ROCKBRIDGE CAPITAL, LLC |
COLUMBUS OH |
| 114 |
| $35.9M |
| $549K |
| 4 | STEWART BROS., INC. STEWART BROS., INC. 401(K) PROFIT SHARING PLAN | DORAVILLE GA | 131 | $25.2M | $525K |
| 5 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $255K |
| 6 | BREWSTER HEIGHTS PACKING & ORCHARDS, LP CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN | BREWSTER WA | 3,375 | $29.9M | $242K |
| 7 | ROYAL HOLDCO CORPORATION RMA COMPANIES 401(K) PLAN | RANCHO CUCAMONGA CA | 389 | $17.1M | $199K |
| 8 | HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE CA | 822 | $36.3M | $189K |
| 9 | TROUT-BLUE CHELAN-MAGI, LLC TROUT-BLUE CHELAN MAGI LLC 401(K) PLAN | CHELAN WA | 304 | $8.4M | $63K |
| 10 | LANZ CABINET SHOP, INC. LANZ CABINETS RETIREMENT PLAN | EUGENE OR | 243 | $10.6M | $37K |
