Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nonbenefit-responsive in their Schedule of Assets, totaling $129.2M 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 | INTERMEDIARYED ACT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MOUNT VERNON IA | 11 | $393.2M | $76.6M |
| 2 | THE UNIVERSITY OF REDLANDS UNIVERSITY OF REDLANDS RETIREMENT PLAN | REDLANDS CA | 752 | $216.5M | $40.6M |
| 3 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN |
DUBUQUE IA |
| 700 |
| $75.1M |
| $10.4M |
| 4 | BELHAVEN UNIVERSITY BELHAVEN UNIVERSITY 403(B) PLAN | JACKSON MS | 358 | $30.1M | $1.6M |