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, collateralized by participant account balances. in their Schedule of Assets, totaling $568K 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 | VERANEX, INC. VERANEX 401K PLAN | BOSTON MA | 339 | $51.5M | $306K |
| 2 | LOOKING UPWARDS, INC. LOOKING UPWARDS, INC. 401 (K) RETIREMENT PLAN | MIDDLETOWN RI | 561 | $9.1M | $187K |
| 3 | THE ROXBURY LATIN SCHOOL THE ROXBURY LATIN SCHOOL 403(B) RETIREMENT PLAN |
WEST ROXBURY MA |
| 69 |
| $44.0M |
| $75K |
