Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding various maturity dates through 2029. in their Schedule of Assets, totaling $3.8M 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 | BUNN-O-MATIC CORPORATION BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST | SPRINGFIELD IL | 1,587 | $151.2M | $1.8M |
| 2 | A.T. STILL UNIVERSITY OF HEALTH SCIENCES ATSU EMPLOYEE RETIREMENT PLAN | KIRKSVILLE MO | 1,723 | $214.6M | $532K |
| 3 | JAGUAR TRANSPORT HOLDINGS LLC |
JOPLIN MO |
| 291 |
| $8.2M |
| $267K |
| 4 | CITIZEN ADVOCATES, INC. CITIZEN ADVOCATES, INC. 401(K) PLAN | MALONE NY | 633 | $32.7M | $262K |
| 5 | MILLAR INC. MILLAR, INC. 401(K) PLAN | PEARLAND TX | 119 | $8.0M | $239K |
| 6 | TEPCO (TEAM ENTERPRISE PROJECT CONTROLS ORG.), LLC TEPCO 401(K) P/S PLAN | BAYTOWN TX | 125 | $7.9M | $200K |
| 7 | FAIRMONT FEDERAL CREDIT UNION FAIRMONT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | FAIRMONT WV | 106 | $5.9M | $168K |
| 8 | SOMERSET HARDWOOD FLOORING, INC. SOMERSET HARDWOOD FLOORING EMPLOYEE RETIREMENT PLAN | SOMERSET KY | 194 | $3.6M | $102K |
| 9 | ROBIN ENTERPRISES COMPANY ROBIN ENTERPRISES COMPANY 401(K) PROFIT SHARING PLAN | WESTERVILLE OH | 98 | $7.1M | $81K |
| 10 | BOWMAN AUTO GROUP, INC. BOWMAN 401(K) PLAN | CLARKSTON MI | 154 | $10.4M | $80K |
