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 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $5.5M |
| 2 | UNITED NOTIONS, INC. UNITED NOTIONS, INC. 401(K) PLAN | DALLAS TX | 98 | $29.4M | $3.0M |
| 3 | BURKES MECHANICAL, INC. BURKES MECHANICAL, INC. 401(K) PLAN | BRENT AL | 617 | $27.7M | $1.1M |
| 4 |
| WILSON OIL, INC. WILSON OIL, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
LONGVIEW WA |
| 355 |
| $30.4M |
| $775K |
| 5 | ALL-FILL, INC. AFI 401(K) SAVINGS PLAN | EXTON PA | 158 | $23.8M | $768K |
| 6 | MITCHELL GROCERY CORPORATION MITCHELL GROCERY CORPORATION PROFIT SHARING/401(K) PLAN | ALBERTVILLE AL | 888 | $23.8M | $300K |
| 7 | MEDIC AMBULANCE SERVICE, INC. MEDIC AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN & TRUST | FAIRFIELD CA | 303 | $11.4M | $133K |
| 8 | NEVELL GROUP, INC NGI 401(K) SAVINGS PLAN | BREA CA | 156 | $21.5M | $112K |
| 9 | CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST | ALBANY NY | 384 | $66.8M | $47K |
| 10 | OMH HEALTHEDGE HOLDINGS, INC. OMH HEALTHEDGE HOLDINGS, INC. 401(K) PLAN | BOCA RATON FL | 1,281 | $35.6M | $10K |
