Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding various maturity dates through 2027. -0- in their Schedule of Assets, totaling $332K 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 | J & K PMS, INC J & K PMS, INC 401K PLAN | FORT WORTH TX | 208 | $1.8M | $163K |
| 2 | ADDVANTAGE TECHNOLOGIES GROUP, INC. ADDVANTAGE TECHNOLOGIES GROUP, INC. SAVINGS PLAN | CARROLLTON TX | 138 | $3.2M | $105K |
| 3 | CAREGIVER 2, INC. CAREGIVER 2, INC. 401(K) PLAN |
FORT WORTH TX |
| 3,883 |
| $2.3M |
| $63K |
