Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Investments, at contract value in their Schedule of Assets, totaling $80.4M 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 | BAYADA HOME HEALTH CARE INC. BAYADA HOME HEALTH CARE 401(K) PLAN | PENNSAUKEN NJ | 48,232 | $398.6M | $65.6M |
| 2 | TRULIANT FEDERAL CREDIT UNION TRULIANT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | WINSTON-SALEM NC | 893 | $68.5M | $5.1M |
| 3 | GTE FEDERAL CREDIT UNION |
TAMPA FL |
| 525 |
| $61.3M |
| $3.9M |
| 4 | OMNI FED LLC OMNI FED LLC 401(K) PLAN | GAINESVILLE VA | 312 | $14.3M | $1.7M |
| 5 | KEYSTONE LIME CO., INC. KEYSTONE LIME & COMPANIES 401(K) PLAN | SPRINGS PA | 94 | $14.0M | $1.4M |
| 6 | KEESLER FEDERAL CREDIT UNION KEESLER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BILOXI MS | 787 | $38.4M | $1.3M |
| 7 | JOHNS HOPKINS FEDERAL CREDIT UNION JOHNS HOPKINS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BALTIMORE MD | 110 | $15.5M | $475K |
| 8 | MAYO EMPLOYEES FEDERAL CREDIT UNION MAYO EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN | ROCHESTER MN | 123 | $5.9M | $394K |
| 9 | CREDIT UNION OF TEXAS CREDIT UNION OF TEXAS 401(K) PLAN | ALLEN TX | 592 | $32.6M | $216K |
| 10 | HURON, INC. HURON, INC. RETIREMENT SAVINGS & INVESTMENT PLAN | LEXINGTON MI | 105 | $12.2M | $163K |
