Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding through September 2034 - in their Schedule of Assets, totaling $7.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIBERTY DIVERSIFIED INTERNATIONL, INC. LIBERTY DIVERSIFIED INTERNATIONAL, INC. RETIREMENT PLAN | NEW HOPE MN | 1,573 | $205.5M | $2.1M |
| 2 | BAY ALARM CO. BAY ALARM COMPANY PROFIT SHARING PLAN | CONCORD CA | 1,178 | $122.4M | $1.8M |
| 3 | COMPUTER SERVICES, INC. CSI RETIREMENT PLAN |
PADUCAH KY |
| 1,368 |
| $246.6M |
| $1.8M |
| 4 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $1.3M |
| 5 | PASSERO ASSOCIATES, DPC PASSERO ASSOCIATES, P.C. MUTUAL SAVINGS PLAN | ROCHESTER NY | 173 | $19.4M | $284K |
| 6 | COPELAND ENTERPRISES, INC. COPELAND ENTERPRISES, INC. 401(K) AND PROFIT SHARING PLAN | BROCKTON MA | 246 | $13.3M | $232K |
| 7 | BICYCLE THERAPEUTICS INC BICYCLE THERAPEUTICS 401(K) PLAN | CAMBRIDGE MA | 117 | $11.4M | $131K |