Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Value * Various 403(b) custodial accounts and annuity contracts in their Schedule of Assets, totaling $16.8M 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 | SEATTLE ART MUSEUM SEATTLE ART MUSEUM SAVINGS AND RETIREMENT PLAN | SEATTLE WA | 353 | $16.9M | $16.8M |