Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 321 U.S. retirement plans report holding Participant loans 4.25-9.50% - in their Schedule of Assets, totaling $536.3M 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 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM 401(K) SAVINGS PLAN | BLOOMINGTON IL | 67,476 | $19.0B | $120.1M |
| 2 | TESLA, INC. TESLA, INC. 401(K) PLAN | AUSTIN TX | 78,052 | $3.2B | $98.8M |
| 3 | ALDI INC. ALDI INC. RETIREMENT SAVINGS PLAN |
BATAVIA IL |
| 52,764 |
| $2.1B |
| $40.8M |
| 4 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON VT | 13,241 | $2.2B | $14.8M |
| 5 | VOLVO GROUP NORTH AMERICA, LLC VOLVO GROUP NORTH AMERICA VOLUNTARY INVESTMENT PRETAX PLAN | GREENSBORO NC | 6,120 | $1.5B | $14.7M |
| 6 | MENASHA CORPORATION MENASHA CORPORATION 401(K) RETIREMENT SAVINGS PLAN | NEENAH WI | 5,756 | $692.6M | $10.9M |
| 7 | WAUPACA FOUNDRY, INC. WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN | WAUPACA WI | 3,285 | $599.1M | $10.8M |
| 8 | VOLVO GROUP NORTH AMERICA, LLC VOLUNTARY INVESTMENT PRETAX PLAN FOR THE VOLVO GROUP NORTH AMERICA UNION EMPLOYEES | GREENSBORO NC | 3,253 | $150.6M | $7.5M |
| 9 | TITAN AMERICA LLC TITAN AMERICA LLC 401(K) RETIREMENT SAVINGS PLAN | NORFOLK VA | 2,741 | $236.3M | $7.1M |
| 10 | BOARD OF TRUSTEES UFCW LOCAL 342 SAVINGS AND 401(K) UFCW LOCAL 342 SAVINGS AND 401(K) PLAN | BOHEMIA NY | 9,446 | $125.0M | $6.0M |
