Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Rates from 4.25% to 9.50% - in their Schedule of Assets, totaling $11.1M 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 | ROCKLINE INDUSTRIES, INC. ROCKLINE INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | SHEBOYGAN WI | 2,394 | $159.3M | $3.9M |
| 2 | JF ACQUISTION, LLC JF ACQUISITION, LLC 401(K) PLAN | MORRISVILLE NC | 1,410 | $67.5M | $1.9M |
| 3 | SHAPE TECHNOLOGIES GROUP, INC. THE SHAPE TECHNOLOGIES GROUP 401(K) PLAN |
KENT WA |
| 719 |
| $93.7M |
| $1.7M |
| 4 | DRL ENTERPRISES, INC. DRL ENTERPRISES, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN | GLENVIEW IL | 357 | $82.2M | $946K |
| 5 | CHRISTENSEN FARMS & FEEDLOTS, INC. CHRISTENSEN FARMS & FEEDLOTS, INC. 401(K) PROFIT SHARING PLAN | SLEEPY EYE MN | 1,051 | $45.1M | $738K |
| 6 | A-GAS US INC. A-GAS US INC. 401(K) PLAN | BOWLING GREEN OH | 387 | $19.6M | $610K |
| 7 | JAGEMANN STAMPING CO. JAGEMANN STAMPING CO. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | MANITOWOC WI | 143 | $24.4M | $442K |
| 8 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS CO | 678 | $75.0M | $278K |
| 9 | COMMUNITY MEDICAL SERVICES HOLDINGS, LLC COMMUNITY MEDICAL SERVICES 401(K) | SCOTTSDALE AZ | 1,043 | $11.9M | $270K |
| 10 | ADVOCATES FOR BASIC LEGAL EQUALITY INC ADVOCATES FOR BASIC LEGAL EQUALITY, INC. AND LEGAL AID OF WESTERN OHIO, INC. RETIREMENT SAVINGS PLAN | TOLEDO OH | 149 | $18.8M | $212K |
