Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding through 2029. -0- in their Schedule of Assets, totaling $2.2M 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 | CURINOS, INC. CURINOS, INC. 401(K) PLAN | NEW YORK NY | 386 | $73.2M | $421K |
| 2 | PACIFIC NORTHERN ENVIRONMENTAL, LLC PACIFIC NORTHERN ENVIRONMENTAL 401(K) PROFIT SHARING PLAN | LONGVIEW WA | 326 | $19.1M | $368K |
| 3 | ACCESS COMMUNITY HEALTH CENTERS ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN |
MADISON WI |
| 281 |
| $27.2M |
| $234K |
| 4 | SILVER FALLS MSO, LLC FRONTIER DERMATOLOGY 401(K) PROFIT SHARING PLAN | SALEM OR | 560 | $28.6M | $227K |
| 5 | NATIONAL PRODUCTS, INC. NATIONAL PRODUCTS, INC. 401(K) PLAN AND TRUST | SEATTLE WA | 316 | $8.6M | $189K |
| 6 | CLINTON ALUMINUM DISTRIBUTION, INC. CLINTON ALUMINUM 401(K) PLAN | NORTON OH | 133 | $8.2M | $188K |
| 7 | NUSS PROFESSIONAL SERVICES GROUP NUSS PROFESSIONAL SERVICES GROUP 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 143 | $14.9M | $176K |
| 8 | RUSSELL COUNTY HOSPITAL RUSSELL COUNTY HOSPITAL RETIREMENT SAVINGS PLAN | RUSSELL SPRINGS KY | 321 | $15.0M | $164K |
| 9 | SEACOAST MOTORCYCLES, INC. SEACOAST MOTORCYCLES, INC. RETIREMENT PLAN | NORTH HAMPTON NH | 95 | $8.0M | $100K |
| 10 | BALL, BOUNCE & SPORT, INC BALL, BOUNCE & SPORT, INC 401K PLAN | ASHLAND OH | 114 | $4.6M | $70K |
