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 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $448K |
| 2 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $70K |
| 3 | NVISIA, LLC NVISIA, LLC EMPLOYEES' PROFIT SHARING & 401(K) PLAN | CHICAGO IL | 156 | $32.2M | $16K |
| 4 | ST. JOHN'S COMMUNITY SERVICES ST. JOHN'S COMMUNITY SERVICES TAX SHELTERED ANNUITY PLAN | WASHINGTON DC | 1,017 | $8.0M | $5K |
