Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding percent to 9.50 percent - in their Schedule of Assets, totaling $63.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COREWELL HEALTH SPECTRUM HEALTH SYSTEM 403(B) PLAN | GRAND RAPIDS MI | 34,243 | $3.2B | $32.0M |
| 2 | WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 34,406 | $3.0B | $26.3M |
| 3 | 48FORTY SOLUTIONS, LLC 48FORTY SOLUTIONS 401(K) PLAN |
HOUSTON TX |
| 4,694 |
| $53.8M |
| $2.1M |
| 4 | JOHN A. BIEWER COMPANY, INC. JOHN A. BIEWER COMPANY, INC. 401(K) PLAN & TRUST | SAINT CLAIR MI | 862 | $35.1M | $939K |
| 5 | INFUSYSTEM HOLDINGS, INC. INFUSYSTEM HOLDINGS, INC. 401(K) PLAN | ROCHESTER HILLS MI | 498 | $31.8M | $465K |
| 6 | SEI-SERVICES, LLC SEI 401(K) PLAN | CINCINNATI OH | 597 | $89.0M | $439K |
| 7 | COTTON INCORPORATED TAX DEFERRED INVESTMENT PROGRAM FOR EMPLOYEES OF COTTON INCORPORATED | CARY NC | 130 | $41.6M | $193K |
| 8 | HOUGEN MANUFACTURING INC HOUGEN MANUFACTURING INC 401K PLAN | SWARTZ CREEK MI | 108 | $22.3M | $181K |
| 9 | CALVIN UNIVERSITY CALVIN UNIVERSITY 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 1,188 | $234.7M | $172K |
| 10 | BLUE PLATE CATERING, LTD. BLUE PLATE CATERING, LTD. 401(K) PLAN AND TRUST | CHICAGO IL | 334 | $3.2M | $146K |
