Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding 9.50% with maturities through 2029 in their Schedule of Assets, totaling $2.7M 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 | UMH PROPERTIES, INC. UMH PROPERTIES, INC. 401(K) PLAN | FREEHOLD NJ | 496 | $34.2M | $663K |
| 2 | COLD SPRING HARBOR LABORATORY COLD SPRING HARBOR LABORATORY TAX DEFERRED ANNUITY PLAN | COLD SPRING HARBOR NY | 1,133 | $114.1M | $579K |
| 3 | F.T. PUBLICATIONS, INC. F.T. PUBLICATIONS INC. 401(K) PLAN |
NEW YORK NY |
| 318 |
| $85.8M |
| $300K |
| 4 | TAGUE LUMBER, INC. TAGUE LUMBER, INC. 401(K) PROFIT SHARING PLAN | MEDIA PA | 234 | $30.1M | $277K |
| 5 | PRESIDENT CONTAINER GROUP II, LLC PRESIDENT CONTAINER GROUP II, LLC 401(K) PLAN | MOONACHIE NJ | 241 | $12.4M | $188K |
| 6 | SELFHELP COMMUNITY SERVICES, INC. SELFHELP COMMUNITY SERVICES, INC. 403(B) PLAN | NEW YORK NY | 1,846 | $14.6M | $180K |
| 7 | BAUER, INC. BAUER, INC. 401(K) PLAN | BRISTOL CT | 90 | $12.6M | $130K |
| 8 | LIVEWIRE EV, LLC LIVEWIRE EV, LLC 401(K) PLAN | MILWAUKEE WI | 167 | $28.9M | $102K |
| 9 | THE LEFFELL SCHOOL THE LEFFELL SCHOOL RETIREMENT PLAN | HARTSDALE NY | 225 | $42.9M | $92K |
| 10 | PARTNERSHIP WITH CHILDREN, INC. PARTNERSHIP WITH CHILDREN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 111 | $4.7M | $70K |
