Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding through September 2026 - in their Schedule of Assets, totaling $75K 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 | SMITH AND HOWARD PC SMITH AND HOWARD, P.C. SALARY DEFERRAL PLAN | ATLANTA GA | 151 | $30.2M | $51K |
| 2 | CAROLINA DAY SCHOOL, INC. CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ASHEVILLE NC | 187 | $16.2M | $24K |
