Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding SEI World Equity ex-US Fund in their Schedule of Assets, totaling $134.4M 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 | SEI INVESTMENTS COMPANY SEI CAPITAL ACCUMULATION PLAN | OAKS PA | 4,327 | $881.8M | $33.4M |
| 2 | BAKER COMMODITIES, INC. THE BAKER COMMODITIES EMPLOYEES' PENSION PLAN | VERNON CA | 163 | $83.1M | $31.5M |
| 3 | INDORAMA VENTURES OXIDES, LLC INDORAMA VENTURES DEFINED BENEFIT PENSION PLAN |
THE WOODLANDS TX |
| 343 |
| $111.6M |
| $21.0M |
| 4 | UNITIL SERVICE CORP. UNITIL CORPORATION RETIREMENT PLAN | HAMPTON NH | 153 | $178.7M | $19.1M |
| 5 | FIRELANDS REGIONAL MEDICAL CENTER FIRELANDS REGIONAL MEDICAL CENTER RETIREMENT PLAN | SANDUSKY OH | 288 | $95.4M | $7.2M |
| 6 | BOSTON MUTUAL LIFE INSURANCE CO RETIREMENT PLAN FOR THE BENEFIT OF SALARIED AND OTHER EMPLOYEES OF BOSTON MUTUAL LIFE INSURANCE COMPANY | CANTON MA | 51 | $42.5M | $5.1M |
| 7 | DYKEMA GOSSETT PLLC DYKEMA GOSSETT PLLC CASH BALANCE PLAN | DETROIT MI | 113 | $37.3M | $4.6M |
| 8 | AMERICAN BILTRITE INC. THE RETIREMENT PLAN FOR SALARIED EMPLOYEES & CERTAIN HOURLY EMPLOYEES OF AMERICAN BILTRITE INC. | WELLESLEY HILLS MA | 77 | $23.0M | $4.0M |
| 9 | CURIA GLOBAL INC. ORGANICHEM CORPORATION RETIREMENT PLAN | ALBANY NY | 20 | $15.1M | $2.9M |
| 10 | ATLANTICARE HEALTH SYSTEM, INC. ATLANTICARE HEALTH SYSTEM, INC. RETIREE MEDICAL PLAN | EGG HARBOR TOWNSHIP NJ | 0 | $17.9M | $2.1M |
