Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schedule is prepared using the alternative way of reporting (iii) series transactions under DOL Regulation 2520.103-6(d)(2). in their Schedule of Assets, totaling $15K 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 | PERFORMANCE CONTRACTING GROUP, INC. PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN | LENEXA KS | 1,366 | $3.6B | $3K |
| 2 | GLENN O. HAWBAKER, INC. GLENN O. HAWBAKER, INC. BENEFIT PLAN | STATE COLLEGE PA | 991 | $187.7M | $3K |
| 3 | ILLINOIS NATIONAL BANCORP, INC. |
SPRINGFIELD IL |
| 295 |
| $41.3M |
| $3K |
| 4 | COLONY BANKCORP, INC. COLONY BANKCORP, INC. 401(K) PLAN | ALBANY GA | 483 | $34.3M | $3K |
| 5 | MONEYTREE, INC. MONEYTREE, INC. PROFIT SHARING AND 401(K) PLAN | RENTON WA | 465 | $30.0M | $3K |
| 6 | GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. RETIREMENT PLAN | CHARLOTTE NC | 1,235 | $15.4M | $3K |
