Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Participant notes Interest rates ranging from 4.25% to 9.50% 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRIXMOR EMPLOYMENT COMPANY, LLC BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN | NEW YORK NY | 455 | $109.8M | $640K |
| 2 | ROOSEVELT PAPER COMPANY ROOSEVELT PAPER COMPANY 401(K) RETIREMENT SAVINGS PLAN | MT. LAUREL NJ | 257 | $51.9M | $350K |
| 3 | MAGNOLIA PERSONNEL GROUP, LLC |
WOODWAY TX |
| 484 |
| $12.5M |
| $213K |