Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding various dates through August 2029 in their Schedule of Assets, totaling $233K 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 | PIEDMONT COMMUNITY HEALTH PLAN, INC. PIEDMONT COMMUNITY HEALTH PLAN, INC. MATCHING TAX DEFERRED SAVINGS PLAN | LYNCHBURG VA | 170 | $9.3M | $107K |
| 2 | BEECH BROOK BEECH BROOK RETIREMENT SAVINGS PLAN | CLEVELAND OH | 152 | $12.9M | $74K |
| 3 | CHALLENGER PERFORMANCE THE CHALLENGER 401(K) PLAN |
PHILADELPHIA PA |
| 78 |
| $9.1M |
| $53K |