Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding annum in their Schedule of Assets, totaling $13.9M 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 | AIMBRIDGE PARENT, INC AIMBRIDGE PARENT, INC. 401(K) PLAN | PLANO TX | 41,368 | $470.1M | $6.5M |
| 2 | AIMBRIDGE PARENT, INC AIMBRIDGE PARENT, INC. 401(K) PLAN | PLANO TX | 51,320 | $424.1M | $6.2M |
| 3 | CJ MILLER, LLC CJ MILLER LLC 401(K) PROFIT SHARING PLAN |
HAMPSTEAD MD |
| 323 |
| $16.9M |
| $352K |
| 4 | THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN | BALTIMORE MD | 679 | $63.3M | $345K |
| 5 | COLLIFLOWER INC. COLLIFLOWER INC. 401K PROFIT SHARING PLAN & TRUST | BALTIMORE MD | 183 | $12.4M | $228K |
| 6 | BOLTON PARTNERS, INC. BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TOWSON MD | 126 | $55.2M | $214K |
| 7 | HEALTH CARE FOR THE HOMELESS, INC. TAX-DEFERRED ANNUITY PLAN FOR EMPLOYEES OF HEALTH CARE FOR THE HOMELESS, INC. | BALTIMORE MD | 197 | $8.8M | $84K |
