Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding maturities through October 2029 # in their Schedule of Assets, totaling $1.1M 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 | ILLINOIS HEALTH AND HOSPITAL ASSOCIATION IHA 401(K) AND RETIREMENT SAVINGS PLAN | NAPERVILLE IL | 253 | $81.9M | $402K |
| 2 | BELTMANN GROUP INCORPORATED BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN TRUST AGREEMENT | ROSEVILLE MN | 543 | $23.7M | $371K |
| 3 | CLEO COMMUNICATIONS HOLDING, LLC |
ROCKFORD IL |
| 267 |
| $30.5M |
| $183K |
| 4 | CENTRAL MINNESOTA MENTAL HEALTH CENTER CENTRAL MINNESOTA MENTAL HEALTH CENTER 403(B) RETIREMENT PLAN | WAITE PARK MN | 261 | $15.2M | $138K |
| 5 | MEMPHIS UNIVERSITY SCHOOL MEMPHIS UNIVERSITY SCHOOL DC PLAN | MEMPHIS TN | 159 | $35.1M | $47K |