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 | TAUCK, INC. TAUCK, INC. 401(K) PROFIT SHARING PLAN | WILTON CT | 493 | $112.6M | $3.1M |
| 2 | MACMILLAN HOLDINGS, LLC MACMILLAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,966 | $592.5M | $1.7M |
| 3 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | NEW YORK NY | 7,882 | $768.8M | $1.5M |
| 4 |
| V.J. TECHNOLOGIES, INC. V. J. TECHNOLOGIES 401(K) PLAN |
BOHEMIA NY |
| 154 |
| $21.9M |
| $1.2M |
| 5 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY (SALARIED) SAVINGS PLAN | EAST WALPOLE MA | 590 | $120.0M | $1.1M |
| 6 | MGIC INVESTMENT CORPORATION MGIC PROFIT SHARING AND SAVINGS PLAN | MILWAUKEE WI | 570 | $344.7M | $788K |
| 7 | HAWKINS CONSTRUCTION COMPANY HAWKINS CONSTRUCTION COMPANY EMPLOYEE PENSION BENEFIT PLAN | OMAHA NE | 243 | $32.6M | $288K |
| 8 | RETAIL INVESTORS OF TEXAS, LTD. RETAIL INVESTORS OF TEXAS, LTD. 401(K) PROFIT SHARING PLAN & TRUST | NEDERLAND TX | 1,861 | $37.0M | $269K |
| 9 | ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION DBA TURNPOINT SERV TURNPOINT 401(K) PLAN | LOUISVILLE KY | 6,351 | $131.5M | $219K |
| 10 | JUSTICE RESOURCE INSTITUTE, INC. 403(B) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 85 | $14.2M | $153K |
