Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Party in Identity of issuer, borrower, maturity date, rate of interest, collateral, Interest lessor, or similar party par or maturity date Fair Value Common/Collective Trust * Principal Life Insurance Co. Stable Value Z Fund in their Schedule of Assets, totaling $2.0M 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 | COVELLI ENTERPRISES, INC. COVELLI ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | WARREN OH | 1,903 | $56.4M | $1.7M |
| 2 | COVELLI FAMILY LIMITED PARTNERSHIP COVELLI FAMILY LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | WARREN OH | 474 | $9.5M | $242K |
