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 | UNIVERSAL PROPERTY & CASUALTY UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 958 | $82.7M | $3.6M |
| 2 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN | WILMINGTON NC | 800 | $16.1M | $1.8M |
| 3 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $1.2M |
| 4 | CHESTNUT PETROLEUM DISTRIBUTORS, CHESTNUT PETROLEUM DISTRIBUTORS, INC. 401(K) PLAN | POUGHKEEPSIE NY | 438 | $6.9M | $739K |
| 5 | TRIANGLE WAREHOUSE, INC. TRIANGLE WAREHOUSE, INC. 401(K) SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 214 | $6.9M | $345K |
| 6 | D 3 LLC D 3 LLC 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE NY | 200 | $7.0M | $325K |
| 7 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $163K |
| 8 | NYC ALLIANCE GROUP, LLC NYC ALLIANCE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 351 | $8.3M | $89K |
| 9 | SEOYON E-HWA INTERIOR SYSTEMS GE SEOYON E-HWA INTERIOR SYSTEMS GEORGIA, INC. 401 (K) PLAN | LAGRANGE GA | 341 | $1.7M | $61K |
| 10 | NICHE POLYMER LLC THE RETIREMENT BENEFITS PLAN | COLUMBIA MD | 164 | $3.3M | $49K |
