Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding party date,rate of interest, collateral, par, or maturity date Allspg Spec MdCp Vl Fd R6 Registered Investment Company in their Schedule of Assets, totaling $5.6M 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 | STURM FINANCIAL GROUP INC. STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | DENVER CO | 533 | $49.7M | $1.8M |
| 2 | BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN OH | 763 | $43.6M | $779K |
| 3 | METHANEX SERVICES US LLC |
PLANO TX |
| 315 |
| $63.3M |
| $707K |
| 4 | RECONSERVE, INC. RECONSERVE 401(K) PLAN | SANTA MONICA CA | 429 | $18.6M | $641K |
| 5 | REENERGY HOLDINGS LLC REENERGY HOLDINGS 401K RETIREMENT PLAN | ALBANY NY | 188 | $22.5M | $398K |
| 6 | HERMANSON COMPANY, LLP EAGLE 2 ENTERPRISES, LLC 401(K) PLAN | KENT WA | 232 | $34.4M | $366K |
| 7 | EXAKTIME INNOVATIONS, INC. ARCORO HOLDINGS CORP. PROFIT SHARING PLAN | VENTURA CA | 277 | $17.3M | $303K |
| 8 | CAREPAYMENT TECHNOLOGIES, INC. CAREPAYMENT TECHNOLOGIES, INC. 401(K) PLAN | BRENTWOOD TN | 126 | $10.3M | $145K |
| 9 | ODYSSEY SPACE RESEARCH, L.L.C. ODYSSEY SPACE RESEARCH, L. L. C. 401(K) PLAN | HOUSTON TX | 152 | $24.7M | $96K |
| 10 | GTS TECHNOLOGY SOLUTIONS, INC. GTS TECHNOLOGY SOLUTIONS, INC. 401K PLAN | AUSTIN TX | 129 | $8.7M | $60K |
