Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding with maturity dates through 2029) in their Schedule of Assets, totaling $4.6M 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 | COLUMBIA FOREST PRODUCTS, INC COLUMBIA FOREST PRODUCTS, INC. EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN AND TRUST | GREENSBORO NC | 1,706 | $89.6M | $3.4M |
| 2 | BOB BOYD AUTO FAMILY BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN | COLUMBUS OH | 121 | $10.9M | $266K |
| 3 | VALLEY ISLE PRODUCE, INC. |
KAHULUI MAUI HI |
| 141 |
| $19.5M |
| $219K |
| 4 | THE WARTBURG HOME WARTBURG ADULT CARE COMMUNITY 403(B) SAVINGS PLAN | MT. VERNON NY | 287 | $7.2M | $168K |
| 5 | NEW YORK CRUISE LINES, INC. NEW YORK CRUISE LINES RETIREMENT AND 401(K) PLAN | NEW YORK NY | 109 | $8.8M | $152K |
| 6 | ACE HOTEL GROUP, LLC ACE HOTEL GROUP 401(K) PLAN | NEW YORK NY | 219 | $10.7M | $125K |
| 7 | POINT MONITOR CORPORATION POINT MONITOR CORPORATION 401(K) PLAN | LAKE OSWEGO OR | 154 | $11.7M | $92K |
| 8 | GENERAL ASSEMBLY SPACE, INC. GENERAL ASSEMBLY 401(K) PLAN | NEW YORK NY | 244 | $16.5M | $82K |
| 9 | CROSS COUNTRY INNS, INC. CROSS COUNTRY INNS, INC. 401(K) RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 212 | $7.3M | $81K |
| 10 | QVALE AUTO GROUP, INC. QVALE AUTO GROUP EMPLOYEE SAVINGS INVESTMENT PLAN | SOUTH SAN FRANCISCO CA | 88 | $7.9M | $5K |
