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 | BURGESS & NIPLE INC. BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST | COLUMBUS OH | 585 | $132.0M | $3.6M |
| 2 | GREAT LAKES WINE & SPIRITS, LLC GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN | HIGHLAND PARK MI | 1,067 | $43.0M | $904K |
| 3 | GREAT LAKES WINE AND SPIRITS, LLC GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038 | HIGHLAND PARK MI | 353 |
| $13.3M |
| $418K |
| 4 | HERC-U-LIFT, INC. HERC-U-LIFT, INC. PROFIT SHARING SAVINGS FOR RETIREMENT PLAN | MAPLE PLAIN MN | 219 | $21.7M | $403K |
| 5 | NFA CORPORATION NFA CORPORATION 401(K) PROTECTION AND SAVINGS PLAN | CUMBERLAND RI | 186 | $11.4M | $396K |
