Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding 9.50%, with maturities through 2030 in their Schedule of Assets, totaling $12.7M 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 | KENVUE INC. KENVUE SAVINGS PLAN | SUMMIT NJ | 4,181 | $1.3B | $8.3M |
| 2 | SUNFLOWER BANK SUNFLOWER BANK, N.A. WEALTH SAVINGS PLAN | SALINA KS | 1,053 | $120.2M | $2.1M |
| 3 | HOOSIER ENERGY REC, INC. RETIREMENT SAVINGS PLAN OF HOOSIER ENERGY REC, INC. |
BLOOMINGTON IN |
| 290 |
| $70.0M |
| $1.1M |
| 4 | LAERDAL MEDICAL CORPORATION LAERDAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN | WAPPINGERS FALLS NY | 479 | $69.8M | $1.0M |
| 5 | MONTEFIORE EINSTEIN ADVANCED CARE MONTEFIORE EINSTEIN ADVANCED CARE 403(B) PLAN | ELMSFORD NY | 186 | $2.2M | $102K |
| 6 | WORLD FINER FOODS LLC WORLD FINER FOODS, LLC PROFIT SHARING AND 401K | BLOOMFIELD NJ | 95 | $24.1M | $55K |
