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 | MERCALIS INC MERCALIS INC. 401(K) PROFIT PLAN AND TRUST | MORRISVILLE NC | 1,309 | $69.2M | $3.2M |
| 2 | NEW ERA LIFE INSURANCE COMPANY NEW ERA LIFE INSURANCE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 333 | $26.5M | $537K |
| 3 | BROWN DISTRIBUTING COMPANY, LLC BROWN DISTRIBUTING COMPANY EMPLOYEE RETIREMENT PLAN | RICHMOND VA | 174 | $11.9M | $501K |
| 4 | PYROTECNICO FIREWORKS, INC. LIVE EVENTS HOLDINGS 401(K) PLAN | NEW CASTLE PA | 288 | $9.9M | $88K |
| 5 | FLORIDA CAPITAL BANK, N.A. FLORIDA CAPITAL GROUP, INC. 401(K) PLAN | JACKSONVILLE FL | 130 | $9.8M | $50K |
| 6 | FAMILY HEATING COMPANY INC FAMILY HEATING COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST | GARDEN CITY MI | 123 | $9.2M | $27K |
| 7 | JS PRODUCTS, INC. JS PRODUCTS, INC. 401(K) PLAN | LAS VEGAS NV | 155 | $8.0M | $24K |
