Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PARTICIPANTS LOANS 5% TO 5% 0 in their Schedule of Assets, totaling $746K 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 | WHITTLESEA-BELL WHITTLESEA-BELL RETIREMENT 401K PLAN | RENO NV | 1,795 | $7.8M | $254K |
| 2 | CLARITY CHILD GUIDANCE CENTER CLARITY CHILD GUIDANCE CENTER 403B PLAN | SAN ANTONIO TX | 317 | $10.4M | $202K |
| 3 | HERITAGE PRODUCTS INC. HERITAGE PRODUCTS INC. RETIREMENT SAVINGS PLAN |
CRAWFORDSVILLE IN |
| 149 |
| $7.5M |
| $167K |
| 4 | CITRON HYGIENE US CORP. CITRON HYGIENE US CORP. 401K PLAN | BILLERICA MA | 90 | $3.3M | $122K |
