Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding 9.50% with maturities through 2028 in their Schedule of Assets, totaling $358K 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 | HIGHPOINT SOLUTIONS, INC. HIGHPOINT SOLUTIONS, INC. PROFIT SHARING & 401(K) PLAN | SPARTA NJ | 114 | $34.0M | $174K |
| 2 | PREMIER HOME HEALTH CARE SERVICES, INC. PREMIER HOME HEALTH CARE SERVICES, INC. 401(K) PLAN | NEW YORK NY | 3,881 | $5.9M | $92K |
| 3 | FAMILY TREE SERVICE, INC. |
LAYTONVILLE CA |
| 131 |
| $46.6M |
| $73K |
| 4 | THE ELISABETH MORROW SCHOOL THE ELISABETH MORROW SCHOOL 403(B) RETIREMENT PLAN | ENGLEWOOD NJ | 103 | $21.0M | $19K |
