Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding June 2029 in their Schedule of Assets, totaling $725K 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 | PORTER, INC. PORTER, INC. 401(K) PROFIT SHARING PLAN | DECATUR IN | 297 | $53.1M | $386K |
| 2 | BANK7 BANK7 EMPLOYEES' 401(K) PLAN | OKLAHOMA CITY OK | 130 | $11.2M | $172K |
| 3 | PATHFINDER SERVICES, INC. PATHFINDER SERVICES RETIREMENT PLAN |
| 448 |
| $6.8M |
| $166K |