Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding per annum. in their Schedule of Assets, totaling $4.5M 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 | EMBLEMHEALTH SERVICES COMPANY LLC EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN | NEW YORK NY | 1,641 | $377.7M | $3.9M |
| 2 | FISCALNOTE, INC. FISCALNOTE 401(K) RETIREMENT PLAN | WASHINGTON DC | 355 | $55.8M | $274K |
| 3 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST |
BALTIMORE MD |
| 260 |
| $129.4M |
| $175K |
| 4 | WASTE HARMONICS LLC WASTE HARMONICS LLC 401(K) PROFIT SHARING PLAN & TRUST | VICTOR NY | 159 | $4.3M | $92K |
| 5 | BANKING SERVICES CORPORATION BSC 401(K) PLAN | BELCAMP MD | 393 | $3.5M | $31K |