Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 205 U.S. retirement plans report holding Loan Fund LOANS in their Schedule of Assets, totaling $836.2M 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 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN | ATLANTA GA | 28,079 | $9.3B | $131.8M |
| 2 | ACCENTURE LLP ACCENTURE UNITED STATES 401(K) MATCH AND SAVINGS PLAN | CHICAGO IL | 67,240 | $21.3B | $108.8M |
| 3 | MCLANE COMPANY, INC. MCLANE COMPANY, INC. PROFIT SHARING PLAN |
TEMPLE TX |
| 21,394 |
| $1.5B |
| $56.0M |
| 4 | LITHIA MOTORS, INC. LITHIA MOTORS, INC. 401(K) PLAN | MEDFORD OR | 23,444 | $1.0B | $38.0M |
| 5 | CROWN EQUIPMENT CORPORATION CROWN EQUIPMENT CORPORATION 401(K) RETIREMENT SAVINGS PLAN AND TRUST | NEW BREMEN OH | 13,821 | $1.3B | $36.1M |
| 6 | UNIFIRST CORPORATION UNIFIRST RETIREMENT SAVINGS PLAN | WILMINGTON MA | 12,174 | $554.2M | $24.6M |
| 7 | THE CHEMOURS COMPANY CHEMOURS COMPANY RETIREMENT SAVINGS PLAN | WILMINGTON DE | 4,026 | $964.8M | $23.0M |
| 8 | FORMOSA PLASTICS CORPORATION, U.S.A FORMOSA PLASTICS CORPORATION EMPLOYEES SAVINGS PLAN | LIVINGSTON NJ | 3,659 | $917.9M | $22.2M |
| 9 | PRATT INDUSTRIES U.S.A., INC. PRATT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 9,240 | $551.8M | $17.0M |
| 10 | MASTEC, INC. THE MASTEC, INC. 401(K) RETIREMENT PLAN | CORAL GABLES FL | 23,943 | $736.0M | $16.8M |
