Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Interest rates from 4.25% to 9.50%; varying maturities in their Schedule of Assets, totaling $13.5M 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 | FF PROPERTIES LP FAIRFIELD 401K PLAN | SAN DIEGO CA | 1,419 | $162.3M | $13.2M |
| 2 | THERAPY BRANDS THRIVE, LLC THERAPY BRANDS 401(K) PLAN | BIRMINGHAM AL | 499 | $31.6M | $301K |
