Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding maturities through 2038 - in their Schedule of Assets, totaling $9.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUMITOMO CORPORATION OF AMERICAS THE SAFE HARBOR 401(K) PLAN | NEW YORK NY | 2,101 | $406.0M | $5.2M |
| 2 | EDUCATIONAL TESTING SERVICE EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN | PRINCETON NJ | 3,512 | $982.3M | $3.2M |
| 3 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST |
MINNEAPOLIS MN |
| 1,329 |
| $123.9M |
| $1.0M |
