Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 221 U.S. retirement plans report holding Contribution Account Ascensus Trust company 0 in their Schedule of Assets, totaling $26.3M 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 | PIERSON FERDINAND LLP PIERSON FERDINAND LLP 401(K) PLAN | BRASELTON GA | 230 | $14.7M | $9.6M |
| 2 | ARMED FORCES INSURANCE EXCHANGE ARMED FORCES INSURANCE RETIREMENT SAVINGS PLAN | LEAVENWORTH KS | 135 | $42.6M | $4.6M |
| 3 | HALVIK CORP HALVIK CORP. 401(K) PLAN |
VIENNA VA |
| 352 |
| $21.0M |
| $1.0M |
| 4 | INFINITY HOME SERVICES ACQUISITION, LLC INFINITY HOME SERVICES 401(K) P/S PLAN | BROOKFIELD WI | 925 | $17.9M | $861K |
| 5 | B4CORP B4CORP 401(K) PLAN | LEESBURG VA | 102 | $22.4M | $813K |
| 6 | THE HARBOR HEALTH TEAM, INC. HARBOR HEALTH TEAM 401(K) PLAN | AUSTIN TX | 238 | $3.7M | $700K |
| 7 | COX ENGINEERING COMPANY COX ENGINEERING COMPANY 401(K) PLAN AND TRUST | RANDOLPH MA | 126 | $29.0M | $590K |
| 8 | TUCKAHOE HOLDINGS, LLC TUCKAHOE HOLDINGS 401(K) PLAN | RICHMOND VA | 2,291 | $33.9M | $441K |
| 9 | NELSON TIRE, INC. NELSON TIRE 401(K) PLAN | THE DALLES OR | 1,022 | $5.0M | $419K |
| 10 | ACORE CAPITAL, LP ACORE CAPITAL 401(K) PLAN | SAN FRANCISCO CA | 123 | $16.8M | $359K |
