Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding through February 2029 - in their Schedule of Assets, totaling $941K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRIDGEWELL, INCORPORATED BRIDGEWELL 403(B) PLAN | PEABODY MA | 930 | $14.4M | $383K |
| 2 | THE NEW ENGLAND CENTER FOR CHILDREN INC. THE NEW ENGLAND CENTER FOR CHILDREN, INC. TAX DEFERRED ANNUITY PLAN | SOUTHBOROUGH MA | 469 | $25.1M | $198K |
| 3 | LERCH, EARLY & BREWER CHARTERED |
BETHESDA MD |
| 129 |
| $81.5M |
| $167K |
| 4 | EAST BAY COMMUNITY ACTION PROGRAM, INC. EAST BAY COMMUNITY ACTION PROGRAM, INC. RETIREMENT PLAN | NEWPORT RI | 539 | $22.4M | $154K |
| 5 | SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401(K) RETIREMENT PLAN | SOMERVILLE MA | 141 | $12.3M | $40K |
