Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding balances serves as collateral in their Schedule of Assets, totaling $198K 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 | ROERS COMPANIES ROERS COMPANIES 401(K) PLAN | PLYMOUTH MN | 348 | $8.9M | $103K |
| 2 | SOURCE ENERGY SERVICES US LP SOURCE GROUP 401(K) PLAN | EAU CLAIRE WI | 184 | $7.5M | $94K |