Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loan Fund 4.25% - 9.5% in their Schedule of Assets, totaling $2.0M 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 | FORTISS, LLC THE FORTISS GROUP 401(K) PLAN | BELL GARDENS CA | 1,707 | $48.5M | $1.3M |
| 2 | PARTNER REINSURANCE COMPANY OF THE U.S. PARTNER REINSURANCE COMPANY OF THE U.S. 401(K) PLAN | STAMFORD CT | 279 | $216.9M | $574K |
| 3 | MY CHEVROLET, INC. MY AUTOMOTIVE 401(K) PLAN & TRUST |
SALINAS CA |
| 155 |
| $9.7M |
| $144K |
