Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,205 U.S. retirement plans report holding [Assets held in pooled separate account] in their Schedule of Assets, totaling $17.3B 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 | PEARSON EDUCATION INC THE PEARSON RETIREMENT PLAN 401(K) | HOBOKEN NJ | 9,848 | $2.4B | $934.6M |
| 2 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA MD | — | $23.7B | $558.1M |
| 3 | AMDOCS, INC. AMDOCS, INC. 401(K) PLAN |
ST LOUIS MO |
| 3,912 |
| $850.8M |
| $534.1M |
| 4 | GROUP MANAGEMENT SERVICES, INC. GROUP MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | RICHFIELD OH | 15,988 | $419.6M | $395.5M |
| 5 | ENDEAVOR PARENT, LLC ENDEAVOR 401(K) PLAN | NEW YORK NY | 3,996 | $638.0M | $251.2M |
| 6 | TREASURE HOLDCO, INC. TREASURE HOLDCO, INC. 401(K) PLAN | CHARLOTTE NC | 1,839 | $171.8M | $168.0M |
| 7 | THE LEE COMPANY THE LEE COMPANY PROFIT SHARING PLAN | WESTBROOK CT | 1,034 | $449.3M | $150.9M |
| 8 | SNF HOLDING COMPANY SNF HOLDING COMPANY 401(K) RETIREMENT PLAN | RICEBORO GA | 2,193 | $182.5M | $149.6M |
| 9 | STANDARD RETIREMENT SERVICES, INC. WRP CONGLOMERATE RETIREMENT SAVINGS PLAN | PORTLAND OR | 3,078 | $139.1M | $134.3M |
| 10 | CHESTERMAN COMPANY CHESTERMAN COMPANY 401(K) PROFIT SHARING PLAN | SIOUX CITY IA | 1,950 | $128.4M | $125.6M |
