Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding dates from 2025 to 2029 in their Schedule of Assets, totaling $168K 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 | KATZKIN LEATHER INC. KATZKIN LEATHER INC. EMPLOYEES 401K PLAN | MONTEBELLO CA | 333 | $4.5M | $103K |
| 2 | HIXSON METAL FINISHING HMF 401(K) PLAN | NEWPORT BEACH CA | 108 | $4.0M | $65K |