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 | TOM JAMES COMPANY TOM JAMES COMPANY 401(K) AND PROFIT SHARING PLAN | FRANKLIN TN | 1,251 | $126.2M | $4.0M |
| 2 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST | ISELIN NJ | 100 | $36.9M | $2.2M |
| 3 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES | ISELIN NJ | 132 | $39.3M |
| $2.1M |
| 4 | WOOD-FRUITTICHER GROCERY COMPANY, INC WOOD-FRUITTICHER GROCERY COMPANY, INC PROFIT SHARING & 401(K) PLAN | BIRMINGHAM AL | 363 | $46.2M | $2.0M |
| 5 | TETRA PAK, INC. TETRA PAK RETIREMENT SAVINGS PLAN | DENTON TX | 1,665 | $500.2M | $548K |
