Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Loan Fund in their Schedule of Assets, totaling $245.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FCA US LLC FCA US LLC DEFINED CONTRIBUTION PLAN MASTER TRUST | AUBURN HILLS MI | — | $10.1B | $211.4M |
| 2 | AVISTA CORPORATION INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA | SPOKANE WA | 1,994 | $843.5M | $7.7M |
| 3 | ACUITY BRANDS, INC. ACUITY BRANDS, INC. DC MASTER TRUST |
ATLANTA GA |
| — |
| $546.7M |
| $6.4M |
| 4 | NEW JERSEY MANUFACTURERS INSURANCE COMPANY NJM 401(K) RETIREMENT PLAN | WEST TRENTON NJ | 2,461 | $875.7M | $5.4M |
| 5 | BASIN ELECTRIC POWER COOPERATIVE BASIN ELECTRIC POWER COOPERATIVE 401(K) PLAN | BISMARCK ND | 861 | $395.6M | $2.5M |
| 6 | DAKOTA GASIFICATION COMPANY DAKOTA GASIFICATION COMPANY 401(K) PLAN | BISMARK ND | 525 | $221.9M | $2.1M |
| 7 | DEBEVOISE & PLIMPTON LLP DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF | NEW YORK NY | 745 | $380.8M | $1.6M |
| 8 | POLYMER ENTERPRISES, INC. POLYMER ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | INDIANA PA | 581 | $68.4M | $1.6M |
| 9 | BASIN ELECTRIC POWER COOPERATIVE BASIN ELECTRIC POWER COOPERATIVE WY/NE UNION 401(K) PLAN | BISMARCK ND | 236 | $75.8M | $1.4M |
| 10 | LORD, ABBETT & CO. LLC LORD ABBETT 401(K) RETIREMENT PLAN | JERSEY CITY NJ | 789 | $507.1M | $1.1M |
