Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Participant Directed Loans Loans backed by participants vested interest, interest rates from 4.25% to 10.50% in their Schedule of Assets, totaling $1.2M 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 | PENNONI ASSOCIATES INC. PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN | PHILADELPHIA PA | 1,365 | $165.4M | $1.1M |
| 2 | RAJANT CORPORATION RAJANT CORPORATION 401(K) PLAN TRUST | MALVERN PA | 160 | $10.7M | $149K |
