Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding dates through August 2029 – in their Schedule of Assets, totaling $420K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SANGRE DE CRISTO HOSPICE & PALLIATIVE CARE SANGRE DE CRISTO HOSPICE & PALLIATIVE CARE 403(B) RETIREMENT PLAN | PUEBLO CO | 147 | $4.0M | $214K |
| 2 | FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 183 | $15.7M | $127K |
| 3 |
ERIE PA |
| 188 |
| $7.3M |
| $65K |
| 4 | TWO ROADS BREWING COMPANY LLC TWO ROADS BREWING COMPANY LLC 401(K) PLAN | STRATFORD CT | 128 | $2.8M | $14K |
