Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Participants' loans in their Schedule of Assets, totaling $427.8M 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 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN | BETHESDA MD | 94,445 | $51.4B | $312.6M |
| 2 | BRIDGESTONE AMERICAS, INC. BRIDGESTONE AMERICAS, INC. TAX-EFFICIENT SAVINGS PLAN | NASHVILLE TN | 11,171 | $2.5B | $49.7M |
| 3 | JACOBS ENGINEERING GROUP INC. |
DALLAS TX |
| 16,218 |
| $6.4B |
| $32.2M |
| 4 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION PERFORMANCE SHARING PLAN FOR BARGAINING EMPLOYEES | BETHESDA MD | 18,568 | $3.0B | $18.0M |
| 5 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION HOURLY EMPLOYEE SAVINGS PLAN PLUS | BETHESDA MD | 6,626 | $1.2B | $7.0M |
| 6 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION OPERATIONS SUPPORT SAVINGS PLAN | BETHESDA MD | 1,125 | $389.2M | $2.4M |
| 7 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW EMPLOYEES' 401(K) PLAN | WASHINGTON DC | 1,123 | $154.3M | $1.6M |
| 8 | PRECISION MEDICINE GROUP, LLC PRECISION MEDICINE GROUP 401(K) PLAN | BETHESDA MD | 2,174 | $230.7M | $1.5M |
| 9 | UNITED WAY OF CONNECTICUT, INC. UNITED WAY OF CONNECTICUT, INC. 401(K) RETIREMENT PLAN | ROCKY HILL CT | 345 | $24.7M | $855K |
| 10 | COMMUNITY SYSTEMS SUPPORT AND MANAGEMENT SERVICES, INC. COMMUNITY SYSTEMS, INC. CONTRIBUTORY 403 (B) PLAN | POCASSET MA | 1,091 | $24.8M | $681K |
