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 | MARSHALL & STERLING ENTERPRISES, INC. MARSHALL & STERLING ENTERPRISES, INC. 401(K) PLAN | POUGHKEEPSIE NY | 558 | $68.6M | $1.4M |
| 2 | COLLEGIUM PHARMACEUTICAL, INC. COLLEGIUM PHARMACEUTICAL, INC. 401(K) AND PROFIT SHARING PLAN | STOUGHTON MA | 362 | $34.8M | $770K |
| 3 | J.H. LYNCH & SONS, INC. LYNCH 401(K) RETIREMENT PLAN | CUMBERLAND RI | 93 | $40.1M | $636K |
| 4 | THE EDUCATIONAL & INSTITUTIONAL COOPERATIVE SERVICES, INC. THE EDUCATIONAL & INSTITUTIONAL CO-OP SERVICES, INC. SAVINGS AND INVESTMENT PLAN | JERICHO NY | 121 | $37.3M | $170K |
