Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding collective trust fund in their Schedule of Assets, totaling $5.1M 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 | UNAKA COMPANY, INC UNAKA COMPANY 401(K) PROFIT SHARING PLAN | GREENEVILLE TN | 722 | $39.5M | $1.9M |
| 2 | CLEARWELL DYNAMICS, LLC CLEARWELL DYNAMICS RETIREMENT PLAN | SAN ANTONIO TX | 564 | $11.9M | $1.6M |
| 3 | ABC LEGAL HOLDINGS, LLC. ABC LEGAL SERVICES 401 (K) PLAN |
SEATTLE WA |
| 643 |
| $17.9M |
| $439K |
| 4 | SHAUB-ELLISON COMPANY SHAUB-ELLISON COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 164 | $12.7M | $397K |
| 5 | STEP2 DISCOVERY LLC STEP2 DISCOVERY LLC 401K PLAN | PITTSBURG KS | 220 | $11.6M | $249K |
| 6 | AITKIN COMMUNITY HOSPITAL, INC RIVERWOOD HEALTHCARE CENTER 401K | AITKIN MN | 467 | $54.9M | $246K |
| 7 | EBW ELECTRONICS, INC. EBW ELECTRONICS, INC. 401K PLAN | HOLLAND MI | 144 | $8.4M | $208K |
