Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding PARTICIPANTS LOANS 4.25% TO 4.25% 0 in their Schedule of Assets, totaling $5.2M 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 | BESSER COMPANY THE EMPLOYEES RETIREMENT SAVINGS PLAN OF THE BESSER COMPANIES | ALPENA MI | 384 | $49.3M | $702K |
| 2 | LAMARQUE MOTOR COMPANY LAMARQUE MOTOR COMPANY 401K PLAN | KENNER LA | 221 | $11.3M | $495K |
| 3 | DIXIE MOTORS LLC GARV 401K PLAN |
MADISONVILLE LA |
| 376 |
| $9.5M |
| $477K |
| 4 | KSM CASTINGS USA INC. KSM CASTINGS USA 401K PLAN | SHELBY NC | 191 | $4.7M | $418K |
| 5 | BWT LLC BWT LLC 401K PLAN | GREENVILLE SC | 360 | $14.5M | $407K |
| 6 | BETHESDA ASSOCIATES BETHESDA 403B RETIREMENT PLAN | COLORADO SPRINGS CO | 1,109 | $20.6M | $405K |
| 7 | SHENANDOAH VALLEY MEDICAL SYSTEM INC. SHENANDOAH VALLEY MEDICAL SYSTEM INC. RETIREMENT PLAN | MARTINSBURG WV | 300 | $16.2M | $338K |
| 8 | SAN DIEGO HEBREW HOMES SAN DIEGO HEBREW HOMES 403B PLAN | ENCINITAS CA | 276 | $8.8M | $328K |
| 9 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN | KIMBERLY ID | 225 | $6.6M | $309K |
| 10 | AFFILIATED SANTE GROUP SANTE GROUP COMPANIES 403B RETIREMENT PLAN | SILVER SPRING MD | 508 | $6.4M | $183K |
