Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,667 U.S. retirement plans report holding Various Rates and Maturities Participant's Loan Account 0 in their Schedule of Assets, totaling $406.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GREYSTAR MANAGEMENT SERVICES, LLC. GREYSTAR 401(K) PLAN | IRVING TX | 20,689 | $757.4M | $19.5M |
| 2 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $11.7M |
| 3 | BURRTEC WASTE INDUSTRIES, INC. |
FONTANA CA |
| 1,769 |
| $163.4M |
| $11.2M |
| 4 | EDCO DISPOSAL CORPORATION EDCO DEFERRED COMPENSATION PLAN | LEMON GROVE CA | 1,489 | $142.0M | $6.5M |
| 5 | VALLEY MEDICAL FACILITIES, INC. HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN | MOON TOWNSHIP PA | 2,664 | $372.3M | $5.7M |
| 6 | RWE CLEAN ENERGY SERVICES, LLC. RWE AMERICA 401(K) PLAN | AUSTIN TX | 1,847 | $206.1M | $4.6M |
| 7 | THE KNAPHEIDE MANUFACTURING COMPANY THE KNAPHEIDE MANUFACTURING COMPANY 401(K) CASH DEFERRED PLAN | QUINCY IL | 1,688 | $175.4M | $4.2M |
| 8 | ALPLA, INC. ALPLA 401(K) RETIREMENT PLAN | MCDONOUGH GA | 1,368 | $62.2M | $3.3M |
| 9 | ADVANCED TECHNOLOGY SERVICES, INC. ADVANCED TECHNOLOGY SERVICES, INC. 401(K) PSP | PEORIA IL | 2,062 | $205.1M | $3.2M |
| 10 | KOCH FOODS, INC. KOCH MEAT CO., INC. 401(K) PLAN | PARK RIDGE IL | 7,046 | $101.5M | $3.1M |
