Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding dates through 2029. in their Schedule of Assets, totaling $2.6M 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 | AEGIS AEROSPACE, INC. AEGIS AEROSPACE, INC. 401K PLAN | WEBSTER TX | 398 | $71.8M | $486K |
| 2 | SOUTHERN RESEARCH INSTITUTE SOUTHERN RESEARCH INSTITUTE 401(K) PLAN | BIRMINGHAM AL | 212 | $96.6M | $461K |
| 3 | ROTTINGHAUS COMPANY, INC. ROTTINGHAUS COMPANY 401(K) SAVINGS PLAN |
LACROSSE WI |
| 687 |
| $23.7M |
| $446K |
| 4 | FABCO, LLC FABCO, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 261 | $8.2M | $278K |
| 5 | TRI-STAR IMPORTS, INC. DBA MERCEDES-BENZ OF ST. LOUIS TRI-STAR IMPORTS 401(K) PLAN | ST. LOUIS MO | 199 | $8.3M | $243K |
| 6 | FNB COMMUNITY BANK SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF FNB COMMUNITY BANK | MIDWEST CITY OK | 130 | $23.5M | $192K |
| 7 | ORION MEDICAL ENTERPRISES, INC. D/B/A PHYSICIANS DIALYSIS PHYSICIANS DIALYSIS 401K PLAN | MIAMI FL | 187 | $5.2M | $156K |
| 8 | INFOVERITY U.S., INC. INFOVERITY RETIREMENT TRUST | DUBLIN OH | 185 | $20.0M | $141K |
| 9 | KNIGHT PIESOLD AND CO. KNIGHT PIESOLD AND CO. 401(K) RETIREMENT PLAN | DENVER CO | 95 | $17.0M | $113K |
| 10 | ASSOCIATION FOR NEUROLOGICALLY IMPAIRED BRAIN INJURED CHILDREN INC. ANIBIC 403(B) PLAN | OAKLAND GARDENS NY | 166 | $3.1M | $100K |
