Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Heritage Village 401(k) Profit Sharing Plan Interest rates from 4.25% to 9.50% in their Schedule of Assets, totaling $491K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HERITAGE MINISTRIES CHARITABLE CARE NETWORK, INC. THE HERITAGE VILLAGE 401(K) PROFIT SHARING PLAN | GERRY NY | 699 | $15.6M | $491K |
