Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SEPARATELY MANAGED ACCOUNT WHICH INCLUDES: REGISTERED INVESTMENT SK BALANCED COMPANIES in their Schedule of Assets, totaling $10.6M 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 | SEWARD & KISSEL LLP SEWARD & KISSEL QUALIFIED RETIREMENT PLAN MASTER TRUST | NEW YORK NY | — | $319.3M | $10.6M |
