Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Loan notes in their Schedule of Assets, totaling $1.8M 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 | L&T TECHNOLOGY SERVICES L&T TECHNOLOGY SERVICES LTD 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 2,443 | $56.6M | $668K |
| 2 | NIIT (USA), INC. NIIT (USA), INC. 401(K) PLAN | ATLANTA GA | 345 | $48.5M | $295K |
| 3 | POLYPLEX USA LLC POLYPLEX USA LLC 401(K) PLAN |
DECATUR AL |
| 268 |
| $9.7M |
| $281K |
| 4 | CRISIL IREVNA US LLC (FORMERLY KNOWN AS GREENWICH ASSOCIATES LLC) CRISIL IREVNA (401K) RETIREMENT SAVINGS PLAN | STAMFORD CT | 157 | $98.1M | $197K |
| 5 | ITC INFOTECH USA, INC. ITC INFOTECH (USA), INC. 401(K) PLAN | PARAMUS NJ | 207 | $16.7M | $174K |
| 6 | ALPHA CONSULTING LLC ALPHA CONSULTING LLC 401K PROFIT SHARING PLAN & TRUST | MORRISTOWN NJ | 91 | $10.9M | $104K |
| 7 | MASTEK, INC. MASTEK, INC. 401(K) PLAN | ADDISON TX | 350 | $13.6M | $93K |
