Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding through 2028 - in their Schedule of Assets, totaling $262K 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 | GRAND SAVINGS BANK GRAND SAVINGS BANK 401(K) PLAN | GROVE OK | 136 | $6.2M | $147K |
| 2 | STAX PAYMENTS, INC. STAX PAYMENTS 401(K) PLAN | ORLANDO FL | 313 | $10.2M | $63K |
| 3 | CARR AUTO GROUP, INC. CARR AUTO GROUP 401(K) RETIREMENT PLAN |
| 259 |
| $22.7M |
| $52K |