Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding balances. in their Schedule of Assets, totaling $27.1M 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 | LIBERTY ENERGY SERVICES LLC LIBERTY ENERGY SERVICES 401(K) SAVINGS PLAN | DENVER CO | 5,161 | $341.5M | $21.1M |
| 2 | BAKEMARK USA LLC BAKEMARK USA LLC 401(K) PLAN | PICO RIVERA CA | 1,235 | $66.6M | $1.4M |
| 3 | MEXICAN AMERICAN OPPORTUNITY FOUNDATION THE MAOF 403(B) PLAN |
MONTEBELLO CA |
| 905 |
| $23.8M |
| $1.2M |
| 4 | YNAP CORPORATION YNAP 401(K) SAVINGS PLAN | MAHWAH NJ | 554 | $25.3M | $1000K |
| 5 | DOLCE & GABBANA USA, INC. DOLCE & GABBANA USA, INC. 401(K) PLAN | NEW YORK NY | 429 | $24.4M | $570K |
| 6 | INTERCOS AMERICA, INC. INTERCOS 401(K) PLAN | CONGERS NY | 367 | $14.2M | $472K |
| 7 | LA FRONTERA CENTER, INC. LA FRONTERA CENTER, INC. 403(B) PLAN | TUCSON AZ | 1,423 | $21.0M | $399K |
| 8 | FREDERICK WILDMAN & SONS LIMITED FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN | NEW YORK NY | 138 | $25.7M | $263K |
| 9 | COIM USA, INC. COIM USA, INC 401(K) PROFIT SHARING PLAN & TRUST | WEST DEPTFORD NJ | 156 | $13.3M | $249K |
| 10 | EUROTRANCIATURA USA LLC EUROTRANCIATURA USA LLC 401(K) PROFIT SHARING PLAN & TRUST | PARIS TN | 162 | $4.2M | $173K |
