Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding 9.50%; various maturity dates in their Schedule of Assets, totaling $13.2M 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 | KERING AMERICAS, INC KERING AMERICAS, INC. RETIREMENT AND SAVINGS PLAN | WAYNE NJ | 4,402 | $344.9M | $7.3M |
| 2 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN | BIRMINGHAM AL | 489 | $54.8M | $1.8M |
| 3 | THE WESTERVELT COMPANY |
TUSCALOOSA AL |
| 697 |
| $136.6M |
| $1.7M |
| 4 | TRUCKWORX, INC TRUCKWORX EMPLOYEE RETIREMENT SAVINGS PLAN | HOMEWOOD AL | 493 | $30.1M | $733K |
| 5 | MCGRIFF TIRE COMPANY, INC. MCGRIFF 401(K) PLAN | CULLMAN AL | 407 | $17.3M | $600K |
| 6 | HOUSTON HEALTHCARE HOUSTON HOSPITALS, INC. PARTICIPATORY RETIREMENT PLAN | WARNER ROBINS GA | 2,427 | $124.0M | $489K |
| 7 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $297K |
| 8 | RARESTEP, INC. FLEETIO 401(K) PLAN | BIRMINGHAM AL | 283 | $13.8M | $129K |
| 9 | ABILITIES FIRST, INC. ABILITIES FIRST, INC. UNION 401(K) P/S PLAN | WAPPINGERS FALLS NY | 231 | $7.3M | $89K |
| 10 | ABILITIES FIRST, INC. ABILITIES FIRST, INC. PROFIT SHARING PLAN | WAPPINGERS FALLS NY | 92 | $5.4M | $87K |
