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 | ANCHIN, BLOCK & ANCHIN LLP THE ANCHIN, BLOCK & ANCHIN SAVINGS PLAN | NEW YORK NY | 451 | $117.9M | $5.0M |
| 2 | THE ARBOR CIRCLE CORPORATION ARBOR CIRCLE RETIREMENT PLAN | GRAND RAPIDS MI | 315 | $7.6M | $2.7M |
| 3 | OPPORTUNITY BANK OF MONTANA OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST | HELENA MT | 369 | $40.0M | $1.9M |
| 4 |
| ROBINDALE ENERGY SERVICES, INC. ROBINDALE ENERGY SERVICES 401(K) PLAN |
LATROBE PA |
| 875 |
| $70.6M |
| $1.5M |
| 5 | ERAMET MARIETTA, INC. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF ERAMET MARIETTA, INC. | MARIETTA OH | 206 | $34.4M | $1.2M |
| 6 | ALUMINUM TRAILER COMPANY ALUMINUM TRAILER COMPANY 401(K) PLAN | NAPPANEE IN | 243 | $15.3M | $877K |
| 7 | OAKLAND NURSERY, INC. OAKLAND NURSERY, INC. EMPLOYEE 401K RETIREMENT PLAN AND TRUST | COLUMBUS OH | 374 | $26.8M | $842K |
| 8 | MGD, INC. DBA THE GARIBALDI COMPANY THE GARIBALDI COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | STOCKTON CA | 145 | $10.3M | $317K |
| 9 | GREAT WEST ENGINEERING, INC. GREAT WEST ENGINEERING, INC. 401(K) PROFIT SHARING PLAN & TRUST | HELENA MT | 104 | $19.9M | $305K |
| 10 | CLOSE UP FOUNDATION CLOSE UP FOUNDATION 403(B) RETIREMENT PLAN | ARLINGTON VA | 212 | $9.1M | $297K |