Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SHEAR PORTFOLIO Feb in their Schedule of Assets, totaling $1.4M 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 | AMICA MUTUAL INSURANCE COMPANY AMICA PENSION FUND | PROVIDENCE RI | 2,053 | $1.7B | $1.2M |
| 2 | AMICA MUTUAL INSURANCE COMPANY AMICA MUTUAL INSURANCE COMPANY RETIREE MEDICAL PLAN | PROVIDENCE RI | 0 | $354.0M | $171K |
