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 | COMMONWEALTH ASSOCIATES INC. COMMONWEALTH ASSOCIATES INC. 401K PROFIT SHARING PLAN | JACKSON MI | 238 | $46.5M | $1.7M |
| 2 | ORGANOGENESIS INC. ORGANOGENESIS INC. 401K SAVINGS PLAN | CANTON MA | 818 | $143.9M | $1.5M |
| 3 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 534 | $189.4M | $1.5M |
| 4 |
| UNITIL CORPORATION UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN |
HAMPTON NH |
| 546 |
| $156.2M |
| $1.4M |
| 5 | GILSON, INC. GILSON, INC. EMPLOYEES RETIREMENT PLAN | MIDDLETON WI | 118 | $49.0M | $418K |
| 6 | CITIZEN POTAWATOMI NATION CITIZEN POTAWATOMI NATION EMPLOYEE 401(K) RETIREMENT PLAN | SHAWNEE OK | 2,260 | $63.4M | $385K |
| 7 | KAAPA ETHANOL HOLDINGS, LLC KAAPA ETHANOL HOLDINGS, LLC 401(K) & PROFIT SHARING PLAN | KEARNEY NE | 121 | $13.6M | $319K |
| 8 | IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVI IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVISION RETIREMENT PLAN | READING PA | 490 | $125.6M | $254K |
| 9 | PRICE FAMILY DEALERSHIPS PRICE FAMILY 401(K) PLAN | LARKSPUR CA | 1,037 | $39.4M | $196K |
| 10 | CUTRALE CITRUS JUICES USA, INC CUTRALE USA RETIREMENT SAVINGS PLAN | AUBURNDALE FL | 249 | $19.1M | $175K |