Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Outstanding Loan Balance Interest rates range from 4.25% to 9.50%, in their Schedule of Assets, totaling $11.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PREMIER HEALTHCARE SOLUTIONS, INC. PREMIER HEALTHCARE SOLUTIONS, INC. MASTER TRUST | CHARLOTTE NC | — | $736.7M | $5.4M |
| 2 | PREMIER HEALTHCARE SOLUTIONS, INC. PREMIER HEALTHCARE SOLUTIONS, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 2,764 | $742.1M | $5.4M |
| 3 | QB ENERGY MANAGEMENT, LLC |
DENVER CO |
| 221 |
| $36.9M |
| $596K |