Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding SRZ Alternative Investment Account Schulte Roth & Zabel LLP Group Trust in their Schedule of Assets, totaling $92.7M 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 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | CHICAGO IL | 238 | $166.9M | $24.8M |
| 2 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | NEW YORK NY | 271 | $156.5M | $22.0M |
| 3 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN |
CHICAGO IL |
| 252 |
| $141.5M |
| $20.8M |
| 4 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | NEW YORK NY | 255 | $129.3M | $18.5M |
| 5 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN | CHICAGO IA | 221 | $70.3M | $3.8M |
| 6 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN | NEW YORK NY | 206 | $62.0M | $2.9M |
