Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loans backed by participants vested interest, * Participant Directed Loans interest rates from 5.25% to 10.50% in their Schedule of Assets, totaling $658K 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 | PENCOR SERVICES, INC. PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 710 | $29.0M | $402K |
| 2 | BLUE RIDGE CABLE TECHNOLOGIES, INC. DBA BLUE RIDGE COMMUNICATIONS UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN | PALMERTON PA | 121 | $14.0M | $256K |
