Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Participant notes in their Schedule of Assets, totaling $3.7M 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 | IRISNDT INC. IRISNDT INC. 401(K) PLAN | HOUSTON TX | 1,603 | $42.6M | $1.8M |
| 2 | FYDA, INC. FYDA, INC. 401(K) PLAN | WEST JEFFERSON OH | 484 | $54.7M | $802K |
| 3 | CROSSETT, INC. CROSSETT, INC. 401(K) RETIREMENT PLAN | WARREN PA |
| 198 |
| $17.5M |
| $458K |
| 4 | NEW ENGLAND LEAD BURNING CO., INC. NEW ENGLAND LEAD BURNING CO., INC. 401(K) SAVINGS PLAN | BURLINGTON MA | 131 | $18.2M | $247K |
| 5 | THE WATERWORKS, LLC THE WATERWORKS FUTURE ENRICHMENT PROGRAM | COLUMBUS OH | 231 | $8.5M | $206K |
| 6 | HORD FARMS WEST LLP HORD FARMS WEST LLP 401(K) RETIREMENT PLAN | PIPESTONE MN | 180 | $7.0M | $157K |
| 7 | GASTROINTESTINAL ASSOCIATES, P.C. GASTROINTESTINAL ASSOCIATES, P.C. RETIREMENT PLAN | KNOXVILLE TN | 148 | $25.7M | $58K |
| 8 | DRUID HILLS GOLF CLUB DRUID HILLS GOLF CLUB 401(K) PLAN | ATLANTA GA | 242 | $3.8M | $5K |
