Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding 9.50%, collateralized by participant accounts. in their Schedule of Assets, totaling $5.0M 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 | 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 | GOODWILL INDUSTRIES OF MIDDLE GEORGIA |
MACON GA |
| 1,291 |
| $7.5M |
| $221K |
| 4 | BAMBOO HEALTH, INC. BAMBOO HEALTH 401(K) SAVINGS PLAN | LOUISVILLE KY | 440 | $49.0M | $199K |
| 5 | G TREASURY SS, LLC G TREASURY SS, LLC 401(K) PLAN | BUFFALO GROVE IL | 162 | $22.2M | $113K |
| 6 | LAWSON OPERATING COMPANY, LLC THE LAWSON COMPANIES 401(K) PLAN | NORFOLK VA | 199 | $15.5M | $72K |
| 7 | KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C. KEITER, STEPHENS, HURST, GARY & SHREAVES 401(K) PLAN | GLEN ALLEN VA | 211 | $52.1M | $51K |
