Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding participant account balances - in their Schedule of Assets, totaling $5.1M 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 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $4.7M |
| 2 | THE EDUCATIONAL & INSTITUTIONAL COOPERATIVE SERVICES, INC. THE EDUCATIONAL & INSTITUTIONAL CO-OP SERVICES, INC. SAVINGS AND INVESTMENT PLAN | JERICHO NY | 121 | $37.3M | $285K |
| 3 | SILLS CUMMIS & GROSS P.C. |
NEWARK NJ |
| 94 |
| $43.1M |
| $116K |
