Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding participants to 9.50%, maturities through 2029 -0- in their Schedule of Assets, totaling $355K 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 | MRA - THE MANAGEMENT ASSOCIATION, INC. MRA - THE MANAGEMENT ASSOCIATION, INC. 401K PLAN | WAUKESHA WI | 205 | $26.7M | $193K |
| 2 | IDENTITY, INC. IDENTITY, INC. 401(K) PLAN | GAITHERSBURG MD | 178 | $4.4M | $85K |
| 3 | CO-OPPORTUNITY CONSUMERS' CO-OP, INC. CO-OPPORTUNITY 401(K) PROFIT SHARING PLAN |
SANTA MONICA CA |
| 65 |
| $4.3M |
| $77K |
