Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding participant account balance in their Schedule of Assets, totaling $35.9M 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 | FEDERAL NATIONAL MORTGAGE ASSOCIATION FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES | WASHINGTON DC | 8,187 | $4.6B | $32.2M |
| 2 | THE OKONITE COMPANY INC. THE OKONITE COMPANY 401(K) SAVINGS PLAN | RAMSEY NJ | 727 | $86.6M | $1.8M |
| 3 | THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS |
DURHAM NC |
| 724 |
| $269.2M |
| $1.8M |
| 4 | TREEZ INC. TREEZ INC. 401(K) PLAN | SAN FRANCISCO CA | 79 | $2.1M | $32K |