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 | STIMSON LUMBER COMPANY STIMSON LUMBER COMPANY 401(K) PLAN | PORTLAND OR | 499 | $99.5M | $6.3M |
| 2 | ARIAT INTERNATIONAL, INC. ARIAT INTERNATIONAL 401(K) PLAN | SAN LEANDRO CA | 1,036 | $99.0M | $581K |
| 3 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $301K |
| 4 |
| CENTRAL VALLEY BUILDERS SUPPLY CENTRAL VALLEY EMPLOYEES 401(K) PLAN |
NAPA CA |
| 213 |
| $13.1M |
| $45K |
| 5 | KELTEC, INC. KELTEC, INC. 401(K) PROFIT SHARING PLAN | TWINSBURG OH | 190 | $9.0M | $14K |
