Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding participants 9.50%, various maturities. in their Schedule of Assets, totaling $864K 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 | PENTEGRA SERVICES, INC. THE RETIRESMART PEP | WHITE PLAINS NY | 1,574 | $25.5M | $476K |
| 2 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $366K |
| 3 | HILL VALLEY HEALTHCARE, LLC HILL VALLEY 401K PLAN | WOODMERE NY |
| 775 |
| $3.5M |
| $22K |
