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 | JEWELERS MUTUAL INSURANCE COMPANY, SI JEWELERS MUTUAL INSURANCE COMPANY SAVINGS PLUS | NEENAH WI | 508 | $96.8M | $2.4M |
| 2 | DOLLAR ENERGY FUND, INC. DOLLAR ENERGY FUND, INC. 403(B) PLAN | PITTSBURGH PA | 119 | $7.1M | $2.3M |
| 3 | PLANK ENTERPRISES, INC. PLANK ENTERPRISES, INC. PROFIT SHARING PLAN | EAU CLAIRE WI | 110 | $19.8M | $541K |
| 4 |
| ASSOCIATIONS, INC ASSOCIA, INC. 401(K) PLAN |
RICHARDSON TX |
| 7,675 |
| $129.6M |
| $390K |
| 5 | WALKER-MILLER ENERGY SERVICES, LLC WALKER-MILLER ENERGY SERVICES, LLC 401(K) PROFIT SHARING PLAN | DETROIT MI | 187 | $6.4M | $17K |
