Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Rates from 5.25% to 10.50% - in their Schedule of Assets, totaling $3.6M 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 | SOUTHERN STATES COOPERATIVE, INC. SOUTHERN STATES RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,609 | $226.6M | $2.8M |
| 2 | GUHRING, INC. GUHRING, INC. SALARY SAVINGS PLAN | BROOKFIELD WI | 331 | $56.9M | $557K |
| 3 | TRUE HOMES, LLC TRUE HOMES, LLC 401(K) PLAN |
MONROE NC |
| 390 |
| $24.3M |
| $215K |
