Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 259 U.S. retirement plans report holding Notes receivable from participants* 4.25% - 9.50% in their Schedule of Assets, totaling $196.8M 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 | PRYSMIAN CABLES AND SYSTEMS (US) INC. PRYSMIAN GROUP 401(K) PLAN | HIGHLAND HEIGHTS KY | 5,471 | $703.3M | $14.7M |
| 2 | PACIFIC DENTAL SERVICES, LLC PACIFIC DENTAL SERVICES, LLC 401(K) PLAN | IRVINE CA | 14,564 | $565.3M | $13.8M |
| 3 | FACTORY MUTUAL INSURANCE COMPANY FACTORY MUTUAL INSURANCE COMPANY 401(K) SAVINGS PLAN |
JOHNSTON RI |
| 4,208 |
| $1.9B |
| $13.6M |
| 4 | RADY CHILDREN'S HOSPITAL- SAN DIEGO RADY CHILDREN'S HOSPITAL- SAN DIEGO 403(B) PLAN | SAN DIEGO CA | 6,239 | $820.2M | $9.4M |
| 5 | BROWN & ROOT INDUSTRIAL SERVICES, LLC BROWN & ROOT INDUSTRIAL SERVICES 401(K) PLAN | BATON ROUGE LA | 3,491 | $314.7M | $8.3M |
| 6 | OGLETREE, DEAKINS, NASH, SMOAK & STEWART OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN | GREENVILLE SC | 2,351 | $398.4M | $4.0M |
| 7 | FARMERS & MERCHANTS BANK OF LONG BEACH FARMERS & MERCHANTS BANK OF LONG BEACH PROFIT SHARING AND 401(K) PLAN | LONG BEACH CA | 921 | $186.6M | $3.8M |
| 8 | B&G FOODS NORTH AMERICA, INC. B&G FOODS 401(K) SAVINGS AND INVESTMENT PLAN | PARSIPPANY NJ | 1,855 | $201.6M | $3.6M |
| 9 | TERMINIX SERVICE, INC. TERMINIX SERVICE, INC. 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 944 | $110.8M | $2.8M |
| 10 | HUBSPOT, INC. HUBSPOT, INC. 401(K) PROFIT SHARING PLAN & TRUST | CAMBRIDGE MA | 4,766 | $568.3M | $2.8M |
