Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding SEI Dynamic Asset Allocation Fund in their Schedule of Assets, totaling $32.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF MINNESOTA CEMENT MASONS PENSION FUND MINNESOTA CEMENT MASONS PENSION FUND | MENDOTA HEIGHTS MN | 788 | $285.8M | $8.6M |
| 2 | INDORAMA VENTURES OXIDES, LLC INDORAMA VENTURES DEFINED BENEFIT PENSION PLAN | THE WOODLANDS TX | 343 | $111.6M | $8.3M |
| 3 | BOARD OF TRUSTEES, STEELWORKERS WESTERN INDEPENDENT |
PLEASANTON CA |
| 505 |
| $123.5M |
| $6.7M |
| 4 | BOARD OF TRUSTEES ILA LOCAL 1478-2 PENSION FUND ILA LOCAL 1478-2 PENSION PLAN | SPRINGFIELD NJ | 637 | $78.8M | $3.3M |
| 5 | LOC PERFORMANCE PRODUCTS, LLC ST. MARYS LOCATION PENSION PLAN FOR ELIGIBLE UNION EMPLOYEES | PLYMOUTH MI | 207 | $38.6M | $1.9M |
| 6 | SAF-HOLLAND, INC. THE HOLLAND GROUP RETIREMENT INCOME PLAN | MUSKEGON MI | 45 | $35.6M | $1.5M |
| 7 | AMERICAN BILTRITE INC. THE RETIREMENT PLAN FOR SALARIED EMPLOYEES & CERTAIN HOURLY EMPLOYEES OF AMERICAN BILTRITE INC. | WELLESLEY HILLS MA | 77 | $23.0M | $1.2M |
| 8 | KIK INTERNATIONAL LLC KIK CUSTOM PRODUCTS PENSION PLAN | LAWRENCEVILLE GA | 54 | $15.5M | $494K |
