Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding 9.50% with various maturities) in their Schedule of Assets, totaling $3.2M 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 | THE WILLS GROUP, INC. H.S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN | LA PLATA MD | 758 | $45.8M | $1.2M |
| 2 | SAINT FRANCIS MEDICAL CENTER SAINT FRANCIS MEDICAL CENTER TAX DEFERRED ANNUITY PLAN | CAPE GIRARDEAU MO | 3,309 | $218.6M | $1.2M |
| 3 | CHARLES L. CRANE AGENCY COMPANY |
CHESTERFIELD MO |
| 231 |
| $47.7M |
| $504K |
| 4 | VIRTIUM, LLC VIRTIUM, LLC PROFIT SHARING 401(K) PLAN | RANCHO SANTA MARGARITA CA | 105 | $16.0M | $196K |
| 5 | OPUS 12, INC. OPUS12 401(K) PLAN | BERKELEY CA | 176 | $12.4M | $93K |
