Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 250 U.S. retirement plans report holding Participants Participant loans rates from 4.25% to 9.50% in their Schedule of Assets, totaling $306.6M 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 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $35.4M |
| 2 | BOARD OF TRUSTEES PUGET SOUND ELECTRICAL WORKERS 401(K) SAVINGS PLAN PUGET SOUND ELECTRICAL WORKERS 401(K) SAVINGS PLAN | SEATTLE WA | 7,974 | $622.3M | $21.6M |
| 3 | SEMINOLE TRIBE OF FLORIDA |
DAVIE FL |
| 12,764 |
| $395.8M |
| $19.1M |
| 4 | BLUE CROSS AND BLUE SHIELD OF ARIZONA, INC. BLUE CROSS AND BLUE SHIELD OF ARIZONA, INC. 401(K) SAVINGS PLAN | PHOENIX AZ | 3,305 | $516.9M | $12.2M |
| 5 | LA-Z-BOY INCORPORATED LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN | MONROE MI | 6,609 | $351.3M | $9.9M |
| 6 | THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT THE MOHEGAN RETIREMENT AND 401(K) PLAN | UNCASVILLE CT | 6,314 | $500.1M | $8.9M |
| 7 | SYNOPSYS, INC. SYNOPSYS 401(K) PLAN | SUNNYVALE CA | 4,114 | $2.7B | $7.0M |
| 8 | MANN+HUMMEL FILTRATION TECHNOLOGY US LLC MANN+HUMMEL 401(K) PLAN | GASTONIA NC | 4,362 | $249.4M | $6.9M |
| 9 | OVERHEAD DOOR CORPORATION OVERHEAD DOOR CORPORATION RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 3,286 | $293.4M | $6.7M |
| 10 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN | THE WOODLANDS TX | 1,012 | $159.8M | $6.6M |
