Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Stock - Employer Security in their Schedule of Assets, totaling $723K 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 | SCHUBER MITCHELL HOMES PBC, INC. SCHUBER MITCHELL HOMES RETIREMENT SAVINGS PLAN | JOPLIN MO | 239 | $105.6M | $495K |
| 2 | CAPE AIR/NANTUCKET AIRLINES CAPE AIR/NANTUCKET AIRLINES KSOP RETIREMENT PLAN | HYANNIS MA | 570 | $34.9M | $171K |
| 3 | SOUTHERN MICHIGAN BANCORP, INC. |
COLDWATER MI |
| 242 |
| $22.5M |
| $55K |
| 4 | SOUTHPOINT BANK SOUTHPOINT BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | BIRMINGHAM AL | 128 | $13.0M | $1K |
