Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding November 2027. in their Schedule of Assets, totaling $2.2M 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 | TREK BICYCLE CORPORATION TREK BICYCLE CORPORATION 401(K) PLAN | WATERLOO WI | 2,445 | $245.3M | $1.7M |
| 2 | PC CARE CORP ITO HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN | PEARL CITY HI | 288 | $10.6M | $371K |
| 3 | EMMA, INC. MARIGOLD 401(K) PLAN |
NASHVILLE TN |
| 345 |
| $31.3M |
| $161K |