Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Participants Loans Interest rate 4.25% - 9.50% - in their Schedule of Assets, totaling $4.9M 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 | ST. MARY'S MEDICAL CENTER, INC. ST. MARY'S MEDICAL CENTER 403(B) PLAN | HUNTINGTON WV | 3,704 | $159.5M | $2.5M |
| 2 | COMPOSECURE, LLC COMPOSECURE, LLC 401(K) PROFIT SHARING PLAN | SOMERSET NJ | 1,028 | $48.1M | $1.1M |
| 3 | FORMULATED SOLUTIONS, LLC FORMULATED SOLUTIONS 401(K) PLAN |
LARGO FL |
| 553 |
| $14.3M |
| $487K |
| 4 | RICHWOOD INDUSTRIES, INC. RICHWOOD INDUSTRIES, INC. RETIREMENT & 401K PLAN | HUNTINGTON WV | 279 | $18.5M | $344K |
| 5 | STEPHENS DISTRIBUTING COMPANY STEPHENS DISTRIBUTING 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 112 | $10.2M | $316K |
| 6 | DRS. KRAJEKIAN, BROCK, HENDERSON & DI PRISCO, INC. MOUNTAIN STATES ORAL & FACIAL SURGERY 401(K) PLAN | HURRICANE WV | 102 | $4.7M | $134K |
| 7 | JIM C. HAMER COMPANY JIM C. HAMER COMPANY SAVINGS AND PROFIT SHARING PLAN | KENOVA WV | 125 | $6.2M | $56K |
