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 | IES HOLDINGS, INC RETIREMENT SAVINGS PLAN IES HOLDINGS, INC RETIREMENT SAVINGS PLAN | HOUSTON TX | 9,988 | $233.8M | $2.5M |
| 2 | NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLC NASCAR EMPLOYEE 401 (K) SAVINGS PLAN | DAYTONA BEACH FL | 4,912 | $248.0M | $2.3M |
| 3 | MEAGHER & GEER, P.L.L.P. MEAGHER & GEER P.L.L.P. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 130 | $50.9M |
| $1.9M |
| 4 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $1.7M |
| 5 | THE CARDIOVASCULAR GROUP, P.C. D/B/A VIRGINIA HEART THE CARDIOVASCULAR GROUP, P.C. 401(K) PROFIT SHARING PLAN | FALLS CHURCH VA | 405 | $82.6M | $1.1M |