Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding 9.50% per annum in their Schedule of Assets, totaling $942K 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 | HIGHLAND HOSPITAL OF ROCHESTER HIGHLAND RETIREMENT PLAN | ROCHESTER NY | 3,443 | $160.1M | $620K |
| 2 | GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY NY | 209 | $13.8M | $273K |
| 3 | TENAX TECHNOLOGIES, LLC TENAX TECHNOLOGIES 401(K) PLAN |
HAVRE DE GRACE MD |
| 189 |
| $5.8M |
| $49K |