Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Rates from 4.25% to 9.50% - in their Schedule of Assets, totaling $6.5M 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 | JF ACQUISTION, LLC JF ACQUISITION, LLC 401(K) PLAN | MORRISVILLE NC | 1,410 | $67.5M | $1.9M |
| 2 | SHAPE TECHNOLOGIES GROUP, INC. THE SHAPE TECHNOLOGIES GROUP 401(K) PLAN | KENT WA | 719 | $93.7M | $1.7M |
| 3 | DRL ENTERPRISES, INC. DRL ENTERPRISES, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN |
GLENVIEW IL |
| 357 |
| $82.2M |
| $946K |
| 4 | A-GAS US INC. A-GAS US INC. 401(K) PLAN | BOWLING GREEN OH | 387 | $19.6M | $610K |
| 5 | JAGEMANN STAMPING CO. JAGEMANN STAMPING CO. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | MANITOWOC WI | 143 | $24.4M | $442K |
| 6 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS CO | 678 | $75.0M | $278K |
| 7 | COMMUNITY MEDICAL SERVICES HOLDINGS, LLC COMMUNITY MEDICAL SERVICES 401(K) | SCOTTSDALE AZ | 1,043 | $11.9M | $270K |
| 8 | 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 |
| 9 | NORTHERN PINES MENTAL HEALTH CENTER NORTHERN PINES MENTAL HEALTH CENTER, INC. 401(K) PLAN | LITTLE FALLS MN | 227 | $9.4M | $99K |
| 10 | TRI CITY GLASS AND DOOR, INC. TRI CITY GLASS & DOOR, INC. 401(K) PROFIT SHARING PLAN | APPLETON WI | 158 | $8.5M | $68K |
