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 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. IMPELLAM NA 401(K) PLAN | ATLANTA GA | 4,480 | $92.2M | $7.0M |
| 2 | BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN OH | 763 | $43.6M | $6.6M |
| 3 | MULLER MARTINI CORP. MULLER MARTINI 401K SUPER SAVINGS INVESTMENT PLAN | HAUPPAUGE NY | 117 | $57.2M | $6.3M |
| 4 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $4.5M |
| 5 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $4.5M |
| 6 | FAIRLEAD INTEGRATED, LLC FAIRLEAD INTEGRATED, LLC 401(K) PLAN | PORTSMOUTH VA | 449 | $29.4M | $3.7M |
| 7 | LIBERATED BRANDS, LLC LIBERATED BRANDS, LLC 401(K) PLAN | COSTA MESA CA | 1,067 | $30.6M | $3.5M |
| 8 | SHIPLEY ENERGY SHIPLEY ENERGY 401K RETIREMENT PLAN | YORK PA | 327 | $30.6M | $3.1M |
| 9 | FORTIS CONSTRUCTION INC. FORTIS CONSTRUCTION, INC. EMPLOYEES SAVINGS TRUST | PORTLAND OR | 415 | $51.1M | $3.0M |
| 10 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $2.6M |
