Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding dates through October 2050 - in their Schedule of Assets, totaling $5.8M 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 | SP MANAGEMENT SERVICES, INC. SURGERY PARTNERS 401(K) PLAN | BRENTWOOD TN | 10,664 | $413.6M | $4.0M |
| 2 | SURGERY PARTNERS, INC. SURGERY PARTNERS 401(K) PLAN | BRENTWOOD TN | 4,583 | $314.9M | $1.7M |