Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding the maximum Lump Sum was increased to $8,500. Effective, April 1, 2018, the in their Schedule of Assets, totaling $9K 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 | UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. DEFINED BENEFIT PLAN & TRUST | ROOSEVELT NY | 134 | $18.1M | $9K |
