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 | COOPERATIEVE RABOBANK U.A. COOPERATIEVE RABOBANK U.A. 401(K) SAVINGS PLAN | NEW YORK NY | 1,481 | $578.9M | $9.5M |
| 2 | SOMERSET REGAL BANK SOMERSET REGAL BANK 401(K) RETIREMENT PLAN | BOUND BROOK NJ | 108 | $16.6M | $799K |
| 3 | H.A. BERKHEIMER, INC. H. A. BERKHEIMER, INC. RETIREMENT PLAN | PEN ARGYL PA | 470 | $29.0M | $314K |
| 4 |
| THE BOAT HOUSE GROUP BOAT HOUSE 401(K) PLAN AND TRUST |
CAPE CORAL FL |
| 197 |
| $8.7M |
| $246K |
| 5 | COBBLESTONE HOTELS, LLC COBBLESTONE HOTELS, LLC RETIREMENT SAVINGS PLAN | NEENAH WI | 180 | $4.2M | $168K |
| 6 | BURKE & HERBERT FINANICAL SERVICES CORP. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 472 | $46.1M | $114K |
| 7 | MILLER APPLE L.P. MILLER APPLE L.P. 401K PROFIT SHARING PLAN | FLINT MI | 496 | $4.8M | $60K |
| 8 | STONERIDGE MEAT & COUNTRY MARKET, INC. STONERIDGE MEAT & COUNTRY MARKET, INC. RETIREMENT PLAN | WAUTOMA WI | 238 | $5.1M | $41K |
| 9 | METRO TECH HOLDINGS, LLC D/B/A DEGREE ONE DEGREEONE 401(K) PLAN | SCHAUMBURG IL | 0 | $0 | $6K |
