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 | BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 6,519 | $94.8M | $8.7M |
| 2 | SUNWEST BANK SUNWEST BANK 401(K) PROFIT SHARING PLAN | IRVINE CA | 273 | $22.9M | $1.6M |
| 3 | THE LEWIS BEAR COMPANY THE LEWIS BEAR COMPANY PROFIT SHARING/401(K) PLAN | PENSACOLA FL | 258 | $18.9M | $147K |
| 4 |
| GRANDVILLE CALVIN CHRISTIAN SCHOOLS GRANDVILLE CALVIN CHRISTIAN SCHOOLS 403(B) PLAN |
GRANDVILLE MI |
| 106 |
| $3.4M |
| $64K |