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 | ANDY MOHR AUTOMOTIVE GROUP, INC. ANDY MOHR AUTOMOTIVE 401(K) PLAN | PLAINFIELD IN | 1,121 | $36.2M | $2.5M |
| 2 | DAKOTA COMMUNITY BANK & TRUST DAKOTA COMMUNITY BANK & TRUST 401(K) RETIREMENT PLAN | BISMARCK ND | 165 | $31.6M | $710K |
| 3 | WINESHIPPING.COM, LLC WINESHIPPING.COM, LLC 401(K) PLAN | NAPA CA | 507 | $11.4M | $361K |
| 4 |
| GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN, INC. GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN, INC. SAVINGS PLAN |
KALAMAZOO MI |
| 250 |
| $2.1M |
| $48K |
