Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding through August 2029 - in their Schedule of Assets, totaling $1.9M 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 | FORGE RESOURCES GROUP FORGE RESOURCE GROUP 401(K) PLAN | DEKALB IL | 187 | $14.9M | $340K |
| 2 | ARROW TANK & ENGINEERING COMPANY ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN | COON RAPIDS MN | 111 | $9.8M | $312K |
| 3 | TOOLE DESIGN GROUP LLC TOOLE DESIGN GROUP 401(K) PROFIT SHARING PLAN AND TRUST |
SILVER SPRING MD |
| 299 |
| $25.6M |
| $190K |
| 4 | EVERGREEN REAL ESTATE SERVICES, LLC EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 485 | $8.6M | $172K |
| 5 | FSR INCORPORATED FSR RETIREMENT PLAN | WOODLAND PARK NJ | 103 | $10.1M | $157K |
| 6 | KML LAW GROUP, P.C. KML LAW GROUP, P.C. 401K PROFIT SHARING PLAN | PHILADELPHIA PA | 114 | $9.7M | $138K |
| 7 | FIRST TEXAS HOMES, INC. FIRST TEXAS HOMES, INC. 401(K) PLAN | DALLAS TX | 236 | $13.5M | $128K |
| 8 | HOLIDAY HOME HEALTH CARE CORPORATION OF EVANSVILLE HOLIDAY HEALTH CARE 401(K) PROFIT SHARING PLAN | EVANSVILLE IN | 364 | $7.8M | $106K |
| 9 | FREEMAN MATHIS & GARY, LLP FREEMAN MATHIS & GARY, LLP ATTORNEY RETIREMENT SAVINGS PLAN | ATLANTA GA | 343 | $25.3M | $91K |
| 10 | DESIGNWORKS INVESTMENTS, LLC DESIGNWORKS COLLECTIVE 401(K) PLAN) | NASHVILLE TN | 154 | $3.9M | $84K |
