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 | TEAM BRANDT, LLC TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN | SPRINGFIELD IL | 678 | $88.0M | $6.9M |
| 2 | DAIWA CAPITAL MARKETS AMERICA INC. DAIWA CAPITAL MARKETS AMERICA INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 301 | $155.1M | $4.3M |
| 3 | SIU PHYSICIANS & SURGEONS SIU P & S RETIREMENT PLAN | SPRINGFIELD IL | 265 | $112.6M | $1.5M |
| 4 |
| JEFFERSON INDUSTRIES CORP. JEFFERSON INDUSTRIES CORP. RETIREMENT PLAN |
WEST JEFFERSON OH |
| 630 |
| $42.5M |
| $1.1M |
| 5 | INFORMATION SERVICES GROUP, INC. INFORMATION SERVICES GROUP, INC. PROFIT SHARING PLAN | STAMFORD CT | 405 | $118.0M | $501K |
