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 | FISCALNOTE, INC. FISCALNOTE 401(K) RETIREMENT PLAN | WASHINGTON DC | 355 | $55.8M | $10.5M |
| 2 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $5.8M |
| 3 | ANIMAL HUMANE SOCIETY ANIMAL HUMANE SOCIETY 401(K) RETIREMENT SAVINGS PLAN | WOODBURY MN | 250 | $10.0M | $2.3M |
| 4 |
| THE WALLICK COMPANIES, LLC THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN |
NEW ALBANY OH |
| 772 |
| $23.4M |
| $1.2M |
| 5 | ZIMMER BIOMET APEX SURGICAL, LLC ZIMMER BIOMET APEX SURGICAL 401(K) PLAN | BROADVIEW HEIGHTS OH | 127 | $8.7M | $639K |
| 6 | J. DERENZO CO. J. DERENZO CO. 401(K) PROFIT SHARING PLAN | BROCKTON MA | 88 | $17.2M | $618K |
| 7 | CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON MA | 97 | $32.1M | $588K |
| 8 | ACCUWEATHER, INC. ACCUWEATHER 401(K) PLAN | STATE COLLEGE PA | 387 | $45.9M | $579K |
| 9 | COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. RETIREMENT PLAN | LISBON OH | 336 | $7.0M | $543K |
| 10 | VARI CORPORATION VARI CORPORATION 401(K) PLAN | POTTSTOWN PA | 169 | $16.2M | $400K |
