Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding 9.50%, maturing through 2029 - in their Schedule of Assets, totaling $1.6M 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 | DIVERSIFIED GAS & OIL CORPORATION DGOC EMPLOYEE RETIREMENT PLAN | BIRMINGHAM AL | 252 | $25.2M | $783K |
| 2 | ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE TN | 669 | $35.3M | $246K |
| 3 | VIAM MANUFACTURING, INC. VIAM 401(K) RETIREMENT PLAN |
MANCHESTER TN |
| 258 |
| $17.0M |
| $228K |
| 4 | EXCELSIOR UNIVERSITY EXCELSIOR UNIVERSITY SUPPLEMENTAL 403(B) PLAN | ALBANY NY | 908 | $40.6M | $201K |
| 5 | UCF ATHLETICS ASSOCIATION, INC. UCF ATHLETICS ASSOCIATION, INC. 403(B) PLAN | ORLANDO FL | 446 | $18.0M | $84K |
| 6 | RUSSELL SAGE COLLEGE RUSSELL SAGE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | TROY NY | 878 | $116.8M | $10K |