Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 211 U.S. retirement plans report holding Outstanding Loan Balance in their Schedule of Assets, totaling $1.5B 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 | COMCAST CORPORATION COMCAST CORPORATON EMPLOYEE SAVINGS PLANS MASTER T | PHILADELPHIA PA | — | $20.5B | $344.5M |
| 2 | PEPSICO, INC. PEPSICO, INC. DEFINED CONTRIBUTION PLANS MASTER TRUST | PURCHASE NY | — | $14.6B | $309.9M |
| 3 | ATH HOLDING COMPANY, LLC ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST |
INDIANAPOLIS IN |
| — |
| $11.9B |
| $233.8M |
| 4 | LYONDELL CHEMICAL CO, EQUISTAR CHEMICALS LP, & HOUSTON REFINING LP LYONDELL CHEMICAL COMPANY, EQUISTAR CHEMICALS LP, AND HOUSTON REFINING, LP MASTER TRUST | HOUSTON TX | — | $2.8B | $49.8M |
| 5 | BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST | PRINCETON NJ | 0 | $11.7B | $38.2M |
| 6 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $33.5M |
| 7 | STATE EMPLOYEES' CREDIT UNION STATE EMPLOYEES' CREDIT UNION RETIREMENT SAVINGS PLAN | RALEIGH NC | 7,935 | $1.6B | $33.4M |
| 8 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY MASSMUTUAL DEFINED CONTRIBUTION PLAN MASTER TRUST | SPRINGFIELD MA | — | $3.5B | $29.7M |
| 9 | ARCONIC CORPORATION ARCONIC CORP. 401(K) PLANS MASTER TRUST | PITTSBURGH PA | — | $1.5B | $28.3M |
| 10 | CNH INDUSTRIAL U.S.A. RETIREMENT BOARD CNH INDUSTRIAL U.S.A. DEFINED CONTRIBUTION MASTER TRUST | RACINE WI | — | $2.3B | $25.9M |
