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 | SOUTHERN AIR INCORPORATED SOUTHERN AIR INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | LYNCHBURG VA | 578 | $40.8M | $142K |
| 2 | PETERS HEATING & AIR CONDITIONING, INC. PETERS HEATING AND AIR CONDITIONING, INC PROFIT SHARING PLAN | QUINCY IL | 204 | $17.1M | $12K |