Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding through May 2035 in their Schedule of Assets, totaling $1.6M 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 | HALO BRANDED SOLUTIONS, INC. HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN | STERLING IL | 1,886 | $131.4M | $1.1M |
| 2 | MERCHANTS FINANCIAL GROUP, INC. MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN | WINONA MN | 419 | $64.9M | $476K |
