U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE WILLS GROUP, INC. H.S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN | LA PLATA MD | 758 | $45.8M | $1.2M |
| 2 | CHARLES L. CRANE AGENCY COMPANY CHARLES L. CRANE AGENCY COMPANY 401(K) PLAN | CHESTERFIELD MO | 231 | $47.7M | $504K |
| 3 | VIRTIUM, LLC VIRTIUM, LLC PROFIT SHARING 401(K) PLAN | RANCHO SANTA MARGARITA CA | 105 | $16.0M | $196K |
