Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding 9.50%, maturing through August 2029 - in their Schedule of Assets, totaling $332K 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 | SHADY SIDE ACADEMY SHADY SIDE ACADEMY RETIREMENT PLAN | PITTSBURGH PA | 300 | $75.2M | $284K |
| 2 | MARINE BIOLOGICAL LABORATORY MARINE BIOLOGICAL LABORATORY TAX DEFERRED ANNUITY PLAN | WOODS HOLE MA | 311 | $44.8M | $48K |
