Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding through 2027 - in their Schedule of Assets, totaling $97K 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 | STARCO ENTERPRISES, INC. STARCO ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 130 | $718K | $35K |
| 2 | COUGAR WJBG LLC DBA WYATT JOHNSON BUICK-GMC WYATT JOHNSON 401(K) PLAN | CLARKSVILLE TN | 31 | $5.0M | $25K |
| 3 | PRINCETON CONSULTANTS, INC. |
PRINCETON NJ |
| 66 |
| $45.2M |
| $19K |
| 4 | SMITH FREED & EBERHARD, P.C. SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN | PORTLAND OR | 66 | $12.8M | $12K |
| 5 | LIVTECH PURCHASER, INC. LIVTECH PURCHASER, INC. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 236 | $8.0M | $6K |
