Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding 4.25%–9.50%; maturing through 2033 in their Schedule of Assets, totaling $1.0M 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 | EJOT ATF, LP EJOT ATF, LP WELLNESS & SAVINGS PLAN | LINCOLNWOOD IL | 319 | $27.7M | $845K |
| 2 | SPEAR GROUP, LLC SPEAR GROUP, LLC 401(K) RETIREMENT PLAN AND TRUST | PEACHTREE CORNERS GA | 494 | $14.7M | $172K |
