Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding 9.50%, collateralized by participant accounts. in their Schedule of Assets, totaling $5.4M 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 | VSC FIRE & SECURITY, INC. VSC FIRE & SECURITY 401(K) SAVINGS PLAN | RICHMOND VA | 1,974 | $107.8M | $3.0M |
| 2 | TRIVIDIA HEALTH, INC. TRIVIDIA HEALTH, INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN | FT. LAUDERDALE FL | 403 | $59.4M | $1.4M |
| 3 | OWEN ELECTRIC COOPERATIVE, INC. |
OWENTON KY |
| 122 |
| $36.3M |
| $377K |
| 4 | GOODWILL INDUSTRIES OF MIDDLE GEORGIA GOODWILL INDUSTRIES OF MIDDLE GA 401(K) P/S PLAN | MACON GA | 1,291 | $7.5M | $221K |
| 5 | BAMBOO HEALTH, INC. BAMBOO HEALTH 401(K) SAVINGS PLAN | LOUISVILLE KY | 440 | $49.0M | $199K |
| 6 | G TREASURY SS, LLC G TREASURY SS, LLC 401(K) PLAN | BUFFALO GROVE IL | 162 | $22.2M | $113K |
| 7 | LAWSON OPERATING COMPANY, LLC THE LAWSON COMPANIES 401(K) PLAN | NORFOLK VA | 199 | $15.5M | $72K |
| 8 | KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C. KEITER, STEPHENS, HURST, GARY & SHREAVES 401(K) PLAN | GLEN ALLEN VA | 211 | $52.1M | $51K |
