Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loan notes 9.50%, with various maturities in their Schedule of Assets, totaling $626K 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 | PPL PHARMA SOLUTIONS RIVERVIEW LLC PPL PHARMA SOLUTIONS RIVERVIEW LLC 401(K) PLAN | RIVERVIEW MI | 179 | $27.9M | $320K |
| 2 | PPL HEALTHCARE LLC PPL HEALTHCARE LLC 401(K) PLAN | SELLERSVILLE PA | 166 | $19.5M | $127K |
| 3 | SUMMIT RESTAURANT GROUP, LLC SUMMIT RESTAURANT GROUP RETIREMENT PLAN |
BLUE SPRINGS MO |
| 874 |
| $7.6M |
| $118K |
| 4 | TURF MASTERS LAWNCARE, INC. TURF MASTERS LAWNCARE 401(K) PLAN | ROSWELL GA | 264 | $2.1M | $60K |