Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Participants 4.25% to 9.50%; maturing through 2032 in their Schedule of Assets, totaling $3.1M 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 | ROBINS & MORTON THE ROBINS & MORTON RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,522 | $221.7M | $2.1M |
| 2 | SOLEO HEALTH HOLDINGS, INC. SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN | FRISCO TX | 1,017 | $42.0M | $550K |
| 3 | EPISCOPAL HIGH SCHOOL EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
ALEXANDRIA VA |
| 199 |
| $71.6M |
| $389K |
