Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding various maturity dates through November 2029 - in their Schedule of Assets, totaling $2.1M 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 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $963K |
| 2 | SUBURBAN EMPLOYEE SERVICES, LLC SUBURBAN COLLECTION 401(K) PLAN | BIRMINGHAM MI | 941 | $61.7M | $371K |
| 3 | LANG MASONRY CONTRACTORS, INC. |
WATERFORD OH |
| 550 |
| $25.2M |
| $364K |
| 4 | URGENT TEAM HOLDINGS, INC. URGENT TEAM HOLDINGS 401(K) PLAN | NASHVILLE TN | 1,032 | $14.9M | $322K |
| 5 | WAVEPOINT 3PL, INC. WAVEPOINT 3PL 401(K) PLAN | NORTH EAST PA | 293 | $3.8M | $101K |