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 | AAA NORTHEAST AAA NORTHEAST RETIREMENT PLAN | PROVIDENCE RI | 3,718 | $358.2M | $1.7M |
| 2 | JSI RESEARCH & TRAINING INSTITUTE, INC. JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN | BOSTON MA | 809 | $238.1M | $1.4M |
| 3 | VALENTI TROBEC CHANDLER, INC. VALENTI TROBEC CHANDLER, INC. 401(K) RETIREMENT PLAN | TROY MI | 139 | $29.1M | $1.3M |
| 4 |
| WALKER & DUNLOP, LLC WALKER & DUNLOP, LLC RETIREMENT SAVINGS PLAN |
BETHESDA MD |
| 1,366 |
| $260.4M |
| $1.2M |
| 5 | BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH NH | 1,267 | $242.2M | $1.1M |
| 6 | CONSIGLI CONSTRUCTION CO., INC. CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST | MILFORD MA | 1,808 | $225.1M | $859K |
| 7 | MONDI U.S. HOLDINGS LLC MONDI RETIREMENT SAVINGS PLAN USA | ROMEOVILLE IL | 1,167 | $133.9M | $821K |
| 8 | LANE ENTERPRISES, INC. LANE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | EL DORADO KS | 269 | $5.2M | $784K |
| 9 | DEXTER AXLE COMPANY DEXTER 401(K) RETIREMENT SAVINGS PLAN | ELKHART IN | 2,543 | $156.8M | $519K |
| 10 | KHOR BUYER KHOR BUYER 401(K) PROFIT SHARING PLAN & TRUST | GROVEPORT OH | 413 | $22.0M | $456K |
