Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding maturities through August 2029 in their Schedule of Assets, totaling $684K 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 | BAKER MECHANICAL, INC. BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | ANKENY IA | 390 | $114.5M | $348K |
| 2 | CENTRAL FLORIDA PULMONARY GROUP, P.A. 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA | ORLANDO FL | 101 | $19.8M | $258K |
| 3 | FORMAGRID INC DBA AIRTABLE |
SAN FRANCISCO CA |
| 582 |
| $72.2M |
| $77K |
