Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Participants to 9.50%. - in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARCHBOLD MEDICAL CENTER, INC. ARCHBOLD MEDICAL CENTER, INC. 403(B) EMPLOYEES THRIFT PLAN | THOMASVILLE GA | 2,773 | $205.9M | $2.7M |
| 2 | LBMC EMPLOYMENT PARTNERS, LLC LBMC EMPLOYMENT PARTNERS, LLC 401(K) PROFIT | BRENTWOOD TN | 3,213 | $101.6M | $525K |
| 3 | APTOS, LLC APTOS 401(K) SAVINGS PLAN |
ALPHARETTA GA |
| 215 |
| $59.8M |
| $258K |
| 4 | R&R INVEST, INC. R&R INVEST, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 145 | $31.1M | $156K |