Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding various dates, secured by participant account balances. in their Schedule of Assets, totaling $22.0M 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 | GENPACT, LLC GENPACT U. S. 401(K) SAVINGS PLAN | NEW YORK NY | 5,783 | $602.3M | $6.6M |
| 2 | BOZZUTO & ASSOCIATES, INC. BOZZUTO & ASSOCIATES, INC. 401(K) PLAN | GREENBELT MD | 3,505 | $190.0M | $4.8M |
| 3 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN |
WEST HAVEN CT |
| 927 |
| $317.9M |
| $2.2M |
| 4 | BIG 'I' RETIREMENT SERVICES LLC BIG 'I' MEP 401(K) PLAN | ALEXANDRIA VA | 691 | $137.7M | $942K |
| 5 | THE COMMUNITY BUILDERS, INC. THE COMMUNITY BUILDERS, INC. 403(B) PLAN | BOSTON MA | 534 | $46.3M | $768K |
| 6 | FOLLETT SOFTWARE, LLC FOLLETT SOFTWARE, LLC RETIREMENT SAVINGS PLAN | MCHENRY IL | 435 | $75.5M | $742K |
| 7 | OPEN DOOR FAMILY MEDICAL CENTER, INC. ODFMC, INC. 401(K) PLAN | OSSINING NY | 535 | $37.9M | $684K |
| 8 | CASTLETON COMMODITIES INTERNATIONAL LLC CCI RETIREMENT SAVINGS PLAN | STAMFORD CT | 373 | $157.8M | $673K |
| 9 | SU CLINICA FAMILIAR, INC. SU CLINICA FAMILIAR, INC. PENSION PLAN | HARLINGEN TX | 357 | $29.2M | $615K |
| 10 | CLS BANK INTERNATIONAL CLS BANK INTERNATIONAL 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 269 | $113.7M | $589K |
