Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding maturities through July 2029 in their Schedule of Assets, totaling $439K 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 | ROSE-HULMAN INSTITUTE OF TECHNOLOGY ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PURCHASE PLAN | TERRE HAUTE IN | 565 | $219.6M | $206K |
| 2 | UNITED ANIMAL HEALTH, INC. UNITED ANIMAL HEALTH, INC. 401(K) PLAN | SHERIDAN IN | 321 | $71.7M | $158K |
| 3 | BLUE MATTER CONSULTING |
SOUTH SAN FRANCISCO CA |
| 179 |
| $19.4M |
| $75K |
