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 | J. J. KELLER & ASSOCIATES, INC. J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN | NEENAH WI | 1,840 | $173.2M | $32.7M |
| 2 | KLJ SOLUTIONS HOLDING CO. KLJ SOLUTIONS CO EMPLOYEE STOCK OWNERSHIP PLAN | BISMARCK ND | 552 | $92.4M | $700K |
| 3 | NORTHERN CALIFORNIA GOLF ASSOCIATION NORTHERN CALIFORNIA GOLF ASSOCIATION/POPPY HOLDING, INC. 401(K) PLAN | PEBBLE BEACH CA | 171 |
| $22.9M |
| $610K |
| 4 | THE LAW COMPANY, INC. THE LAW COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | WICHITA KS | 95 | $9.0M | $19K |