Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Participants notes. -- in their Schedule of Assets, totaling $3.5M 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 | THE CLUB MANAGEMENT ASSOCIATION OF AMERICA CLUB RETIREMENT PLAN | ALEXANDRIA VA | 7,235 | $262.7M | $2.9M |
| 2 | PETER MARINO ARCHITECT, PLLC 401(K) SAVINGS PLAN FOR PETER MARINO ARCHITECT, PLLC | NEW YORK NY | 185 | $41.8M | $350K |
| 3 | THE INNOVATION INSTITUTE, LLC |
BREA CA |
| 126 |
| $24.6M |
| $125K |
| 4 | JUNIATA COLLEGE JUNIATA COLLEGE RETIREMENT PLAN | HUNTINGDON PA | 344 | $138.0M | $54K |
| 5 | DESOTO COLLISION CENTER LLC DESOTO COLLISION CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST | SOUTHAVEN MS | 74 | $1.0M | $27K |
