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 | PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI CA | 287 | $63.1M | $6.1M |
| 2 | CARTER MACHINERY COMPANY, INC. EMPLOYEES' RETIREMENT AND SAVINGS PLAN OF CARTER MACHINERY COMPANY, INC. | SALEM VA | 3,101 | $466.2M | $2.8M |
| 3 | TEAM SLEDD, LLC TEAM SLEDD, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | WHEELING WV | 213 | $14.9M | $2.6M |
| 4 | INVESTORS TITLE INSURANCE COMPANY INVESTORS TITLE COMPANY AND AFFILIATES 401(K) PLAN | CHAPEL HILL NC | 622 | $73.0M | $2.5M |
| 5 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $1.9M |
| 6 | WATERFORD BANK, N.A. WATERFORD BANK RETIREMENT SAVINGS PLAN | TOLEDO OH | 105 | $21.4M | $1.8M |
| 7 | ROGUE CREDIT UNION ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN | MEDFORD OR | 627 | $53.2M | $1.8M |
| 8 | PENTEGRA SERVICES, INC. THE 401K GROUP PURCHASE PLAN | WHITE PLAINS NY | 120 | $9.8M | $1.7M |
| 9 | ORTHOUNITED, INC. ORTHOUNITED, INC. 401K PROFIT SHARING PLAN | NORTH CANTON OH | 241 | $33.6M | $1.5M |
| 10 | SOUTHWEST ELECTRIC CO. SOUTHWEST ELECTRIC CO. CORPORATE 401(K) PLAN | OKLAHOMA CITY OK | 196 | $11.4M | $1.3M |
