Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Loan 4.25%-9.50% in their Schedule of Assets, totaling $1.1M 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 | NORTH, INC. NORTH, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA PA | 151 | $6.1M | $251K |
| 2 | MIDWEST ALARM COMPANY, INC. MIDWEST ALARM COMPANY INC. 401(K) PLAN | SIOUX FALLS SD | 450 | $8.1M | $181K |
| 3 | ARISE VIRTUAL SOLUTIONS INC. ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN |
MIRAMAR FL |
| 190 |
| $20.3M |
| $172K |
| 4 | SIYEH DEVELOPMENT CORPORATION SIYEH DEVELOPMENT CORPORATION 401(K) PLAN | BROWNING MT | 218 | $3.2M | $154K |
| 5 | BRADLEY PLUMBING & HEATING, INC. BRADLEY PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MONTGOMERY AL | 129 | $8.1M | $104K |
| 6 | IMPACT SERVICES CORP. IMPACT SERVICES 401(K) PLAN | PHILADELPHIA PA | 171 | $1.7M | $74K |
| 7 | UNIVERSAL STRATEGY GROUP, INC. UNIVERSAL STRATEGY GROUP, INC. 401(K) PLAN | FRANKLIN TN | 65 | $5.6M | $64K |
| 8 | ZZOUNDS MUSIC, LLC ZZOUNDS MUSIC, LLC 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO IL | 149 | $6.6M | $50K |
| 9 | SUCCESS PREPARATORY ACADEMY SUCCESS PREPARATORY ACADEMY 401(K) PLAN | NEW ORLEANS LA | 102 | $3.2M | $8K |
