Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Loans in their Schedule of Assets, totaling $9.0M 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 | HUDSON AUTOMOTIVE GROUP HUDSON AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN | DANIEL ISLAND SC | 3,271 | $92.3M | $3.8M |
| 2 | ATHENA HEALTH CARE ASSOCIATES, INC. ATHENA HEALTH CARE ASSOCIATES, INC. 401K PLAN | FARMINGTON CT | 11,373 | $118.4M | $2.3M |
| 3 | SM ENERGY COMPANY |
DENVER CO |
| 651 |
| $190.3M |
| $1.2M |
| 4 | CCL PUERTO RICO, INC. CCL LABEL DE PUERTO RICO, INC. RETIREMENT & SAVINGS PLAN | SABANA GRANDE PR | 204 | $6.5M | $448K |
| 5 | JONATHAN ENGINEERED SOLUTIONS, INC. JONATHAN GROUP 401(K) PLAN | IRVING CA | 326 | $26.3M | $293K |
| 6 | SPANISH BROADCASTING SYSTEMS, INC. SPANISH BROADCASTING SYSTEMS 401(K) PLAN | MIAMI FL | 397 | $10.6M | $233K |
| 7 | LOTT OIL COMPANY, INC. LOTT OIL COMPANY, INC. 401K PLAN | NATCHITOCHES LA | 263 | $7.3M | $227K |
| 8 | HARBORCREEK YOUTH SERVICES HARBORCREEK YOUTH SERVICES RETIREMENT SAVINGS PLAN | HARBORCREEK PA | 119 | $9.0M | $168K |
| 9 | VICTORY SOLUTIONS, INC. VICTORY SOLUTIONS, INC. 401(K) PLAN | HUNTSVILLE AL | 114 | $12.2M | $140K |
| 10 | REVIVEHEALTH, INC REVIVEHEALTH ENTERPRISE 401(K) | PONTE VEDRA FL | 208 | $6.1M | $82K |
