Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SEI U.S. Managed Volatility Fund in their Schedule of Assets, totaling $24.5M 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 | SEI INVESTMENTS COMPANY SEI CAPITAL ACCUMULATION PLAN | OAKS PA | 4,327 | $881.8M | $13.9M |
| 2 | AMERICAN AXLE & MANUFACTURING, INC. AMERICAN AXLE & MANUFACTURING, INC. PENSION PLAN | DETROIT MI | 650 | $270.2M | $9.7M |
| 3 | CURIA GLOBAL INC. ORGANICHEM CORPORATION RETIREMENT PLAN |
ALBANY NY |
| 20 |
| $15.1M |
| $898K |
