Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 95 U.S. retirement plans report holding performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. in their Schedule of Assets, totaling $239K 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 | BURTON + BURTON BURTON + BURTON PROFIT SHARING & 401K PLAN | BOGART GA | 234 | $52.7M | $3K |
| 2 | HONORBRIDGE HONORBRIDGE RETIREMENT PLAN | GREENVILLE NC | 229 | $27.7M | $3K |
| 3 | A & D TECHNOLOGY, INC. A & D TECHNOLOGY, INC. 401(K) PLAN |
| 54 |
| $25.0M |
| $3K |
| 4 | MUNCHS SUPPLY, LLC MUNCH'S SUPPLY COMPANY, LLC 401(K) PROFIT SHARING PLAN | HILLSIDE IL | 0 | $24.3M | $3K |
| 5 | WORLDWIDE EQUIPMENT ENTERPRISES WORLDWIDE EQUIPMENT ENTERPRISES, INC. EMPLOYEES SAVINGS | KNOXVILLE TN | 817 | $23.6M | $3K |
| 6 | M3 ACCOUNTING SERVICES, INC. M3 ACCOUNTING SERVICES, INC. 401(K) PLAN | LAWRENCEVILLE GA | 235 | $23.1M | $3K |
| 7 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $3K |
| 8 | DEJANA INDUSTRIES, INC. DEJANA INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WESTBURY NY | 706 | $22.0M | $3K |
| 9 | MORNINGSTAR PARTNERS, L.P. MORNINGSTAR PARTNERS, L.P. EMPLOYEES' 401(K) PLAN | FORT WORTH TX | 177 | $20.2M | $3K |
| 10 | STONEAGE, INC. STONEAGE 401(K) RETIREMENT PLAN | DURANGO CO | 165 | $17.0M | $3K |
