Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Loan LOAN - Loan 4.25% 9.50% in their Schedule of Assets, totaling $4.2M 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 | PROCARE HR CORPORATION I PROCARE HR RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 5,404 | $49.1M | $1.0M |
| 2 | EEMPLOYERS SOLUTIONS, INC. EEMPLOYERS SOLUTIONS, INC. MULTIPLE EMPLOYER PLAN | SAN ANTONIO TX | 1,095 | $35.6M | $879K |
| 3 | PRO SYSTEMS CORPORATION PRO RESOURCES RETIREMENT SAVINGS PLAN |
DETROIT LAKES MN |
| 1,965 |
| $50.4M |
| $627K |
| 4 | PREMPLOYER, INC. PREMPLOYER, INC. MULTIPLE EMPLOYER PLAN | DOTHAN AL | 917 | $23.3M | $362K |
| 5 | MILESTONE ENVIRONMENTAL SERVICES, LLC MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN | HOUSTON TX | 260 | $7.0M | $271K |
| 6 | VESTED HR II, LLC VESTED HR SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | PALM HARBOR FL | 533 | $12.3M | $267K |
| 7 | PRICE EDWARDS & COMPANY PRICE EDWARDS & COMPANY SAVINGS & RETIREMENT PLAN | OKLAHOMA CITY OK | 115 | $15.3M | $229K |
| 8 | ERIGO, INC. / NORTHKEY COMMUNITY CARE ERIGO 401(K) PLAN | FT. MITCHELL KY | 474 | $14.7M | $209K |
| 9 | PASSIOHR, INC. PASSIOHR, INC. RETIREMENT SAVINGS PLAN | ENGLEWOOD CO | 190 | $10.8M | $184K |
| 10 | RMPERSONNEL, INC. RMPERSONNEL, INC. 401(K) PROFIT SHARING PLAN | EL PASO TX | 118 | $7.3M | $134K |
