Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 808 U.S. retirement plans report holding Notes receivable from participants: in their Schedule of Assets, totaling $1.9B 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 | TYSON FOODS, INC. TYSON FOODS, INC. RETIREMENT SAVINGS PLAN | SPRINGDALE AR | 118,435 | $3.7B | $199.6M |
| 2 | TEXTRON INC. TEXTRON SAVINGS PLAN | PROVIDENCE RI | 25,863 | $6.8B | $84.0M |
| 3 | TD BANK US HOLDING COMPANY TD 401(K) RETIREMENT PLAN |
| 32,012 |
| $6.0B |
| $77.5M |
| 4 | QUEST DIAGNOSTICS CLINICAL LABORATORIES, INC. THE QUEST DIAGNOSTICS PROFIT SHARING PLAN | SECAUCUS NJ | 48,789 | $6.2B | $70.1M |
| 5 | HALLIBURTON COMPANY HALLIBURTON RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 13,413 | $4.9B | $69.6M |
| 6 | CLAYTON HOMES, INC. CLAYTON HOMES, INC. 401(K) RETIREMENT PLAN | MARYVILLE TN | 22,420 | $1.9B | $64.6M |
| 7 | SALESFORCE, INC. SALESFORCE 401(K) PLAN | SAN FRANCISCO CA | 36,761 | $11.3B | $56.5M |
| 8 | MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER MICHELIN 401(K) SAVINGS PLAN | GREENVILLE SC | 15,068 | $4.5B | $51.7M |
| 9 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $51.5M |
| 10 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $50.0M |
