Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding a(2) Total number of active participants at the end of the plan year ........................................................................................ 6a(2) in their Schedule of Assets, totaling $54K 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 | SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC SWBC PROFESSIONAL EMPLOYER SERVICES 401(K) PLAN | BULVERDE TX | 11,989 | $201.2M | $12K |
| 2 | PRESTIGE EMPLOYEE ADMINISTRATORS, INC. PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN | SUNRISE FL | 10,980 | $558.5M | $11K |
| 3 | SHC HOLDCO, INC. |
COTTONWOOD HEIGHTS UT |
| 6,298 |
| $73.9M |
| $6K |
| 4 | DUTCH MAFIA, LLC DUTCH BROS 401(K) PLAN | GRANTS PASS OR | 3,983 | $29.3M | $4K |
| 5 | CAREGIVER 2, INC. CAREGIVER 2, INC. 401(K) PLAN | FORT WORTH TX | 3,883 | $2.3M | $4K |
| 6 | CAROLINA DEALERSHIPS, INC. CAROLINA DEALERSHIPS, INC. WELFARE BENEFIT TRUST CAFETERIA PLAN | WINSTON-SALEM NC | 3,766 | $6.3M | $4K |
| 7 | BOARD OF TRUSTEES OF WESTERN STATES INSUL AND ALLIED WORKERS HEALTH PL WESTERN STATES INSUL AND ALLIED WORKERS' HEALTH PL | PLEASANTON CA | 3,275 | $1.0M | $3K |
| 8 | RISE, INC. RISE INC. 403(B) EMPLOYEE RETIREMENT PLAN | MESA AZ | 2,952 | $4.5M | $3K |
| 9 | HUMAN CAPITAL CONCEPTS, LLC HUMAN CAPITAL CONCEPTS, LLC 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 2,408 | $94.7M | $2K |
| 10 | REGENCY PACIFIC MANAGEMENT, LLC REGENCY PACIFIC 401(K) RETIREMENT PLAN | BELLEVUE WA | 2,358 | $6.9M | $2K |
