Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Promissory notes in their Schedule of Assets, totaling $42.7M 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 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION TAX DEFERRED INVESTMENT PLAN A * | AUSTIN MN | 4,987 | $1.2B | $13.6M |
| 2 | JENNIE-O TURKEY STORE, INC. JENNIE-O TURKEY STORE RETIREMENT SAVINGS PLAN | WILLMAR MN | 4,996 | $274.5M | $12.2M |
| 3 | ROCHELLE FOODS, LLC CAPITAL ACCUMULATION PLAN |
ROCHELLE IL |
| 5,132 |
| $187.0M |
| $9.8M |
| 4 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION TAX DEFERRED INVESTMENT PLAN B | AUSTIN MN | 3,221 | $191.6M | $6.8M |
| 5 | KANSAS CITY UNIVERSITY KANSAS CITY UNIVERSITY RETIREMENT PLAN | KANSAS CITY MO | 537 | $97.0M | $330K |