Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 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.
| # | 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 | ALLEN-STEVENSON SCHOOL ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 123 | $79.5M | $199K |
| 6 | PRESIDENT CONTAINER GROUP II, LLC PRESIDENT CONTAINER GROUP II, LLC 401(K) PLAN | MOONACHIE NJ | 241 | $12.4M | $188K |
| 7 | SELFHELP COMMUNITY SERVICES, INC. SELFHELP COMMUNITY SERVICES, INC. 403(B) PLAN | NEW YORK NY | 1,846 | $14.6M | $180K |
| 8 | RECOVERY NETWORK OF PROGRAMS, INC. THE RECOVERY NETWORK OF PROGRAMS, INC. 403B RETIREMENT PLAN | SHELTON CT | 262 | $10.5M | $158K |
| 9 | PARTNERSHIP WITH CHILDREN, INC. PARTNERSHIP WITH CHILDREN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 111 | $4.7M | $70K |
| 10 | PERSE BEAUTY INC PERSE BEAUTY 401(K) PLAN | BROOKLYN NY | 287 | $5.6M | $40K |
