Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding with maturity dates through August 2029 - in their Schedule of Assets, totaling $514K 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 | SEVERSON GROUP, INCORPORATED SEVERSON GROUP 401(K) PLAN | LOS ALAMITOS CA | 144 | $26.6M | $287K |
| 2 | WINSTON INDUSTRIES, LLC WINSTON INDUSTRIES, LLC EMPLOYEE INVESTMENT PLAN | LOUISVILLE KY | 209 | $8.1M | $162K |
| 3 | SHEARWATER HEALTH SHEARWATER HEALTH 401(K) PLAN |
NASHVILLE TN |
| 582 |
| $9.8M |
| $66K |
