Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding through May 2028. in their Schedule of Assets, totaling $176K 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 | ELLIS GEORGE LLP ELLIS GEORGE LLP 401(K) PLAN | LOS ANGELES CA | 74 | $13.2M | $81K |
| 2 | BOSTON SEMI EQUIPMENT LLC BOSTON SEMI EQUIPMENT LLC 401K PROFIT SHARING PLAN AND TRUST | LITTLETON MA | 57 | $8.1M | $37K |
| 3 | TRI-VALLEY, INC. TRI-VALLEY, INC. PENSION TRUST |
DUDLEY MA |
| 162 |
| $6.4M |
| $25K |
| 4 | DOTHOUSE HEALTH DOTHOUSE HEALTH 403(B) RETIREMENT PLAN | DORCHESTER MA | 298 | $17.0M | $19K |
| 5 | APPLEWOOD CENTERS, INC. APPLEWOOD CENTERS, INC. TAX DEFERRED SAVINGS PLAN | SHAKER HEIGHTS OH | 234 | $4.2M | $15K |
