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 | AMSOIL, INC. AMSOIL, INC. RETIREMENT SAVINGS PLAN | SUPERIOR WI | 478 | $52.8M | $3.2M |
| 2 | FOREST CITY TECHNOLOGIES, INC. FOREST CITY TECHNOLOGIES, INC. SAVINGS AND INVESTMENT PLAN | WELLINGTON OH | 518 | $32.3M | $2.6M |
| 3 | WYANDOT BEHAVIORAL HEALTH NETWORK, INC. WYANDOT RETIREMENT SAVINGS PLAN | KANSAS CITY KS | 445 | $10.6M | $721K |
| 4 |
| JOE DANIELS CONSTRUCTION COMPANY, INC. JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN |
MADISON WI |
| 80 |
| $40.0M |
| $712K |
| 5 | HOLZ MOTORS, INC. HOLZ MOTORS, INC. MASTER TRUST | HALES CORNERS WI | — | $15.5M | $638K |