Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding 10.50%; maturing through 2029 - in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | K&L GATES LLP K&L GATES 401(K) PLAN ALPHA | PITTSBURGH PA | 1,306 | $969.7M | $2.7M |
| 2 | MOTLEY RICE LLC MOTLEY RICE LLC EMPLOYEE RETIREMENT SAVINGS PLAN | MT. PLEASANT SC | 340 | $118.8M | $417K |
| 3 | SWANSON-FAHRNEY FORD SALES, INC. SWANSON-FAHRNEY FORD SALES, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN |
SELMA CA |
| 213 |
| $10.6M |
| $152K |
| 4 | DARTPOINTS OPERATING COMPANY, LLC DARTPOINTS 401(K) RETIREMENT PLAN | DALLAS TX | 96 | $9.0M | $78K |
| 5 | INTERMOUNTAIN HOME SERVICES, LLC INTERMOUNTAIN HOME SERVICES, LLC 401(K) PLAN | WEST VALLEY UT | 416 | $6.6M | $72K |
