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 | PUMA NORTH AMERICA, INC. PUMA NORTH AMERICA, INC. 401(K) PLAN | SOMERVILLE MA | 2,825 | $129.6M | $1.4M |
| 2 | BEARD HOLDING, INC. DBA BEARD EQUIPMENT COMPANY BEARD EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST | MOBILE AL | 418 | $38.6M | $1.2M |
| 3 | NEENAH ENTERPRISES, INC. NEENAH ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN | NEENAH WI | 829 | $104.7M | $629K |
| 4 | WOLVERINE FUELS, LLC WOLVERINE FUELS HOLDING, LLC 401(K) PLAN | SANDY UT | 930 | $89.1M | $500K |
| 5 | ADVISORTRUST, INC. ASSETMARK POOLED EMPLOYER PLAN | SIOUX FALLS SD | 1,198 | $23.4M | $262K |
| 6 | TOPBLOC, LLC TOPBLOC 401(K) PLAN | CHICAGO IL | 617 | $32.0M | $194K |
| 7 | BASS UNDERWRITERS, INC. BASS UNDERWRITERS, INC. 401(K) P.S. PLAN | PLANTATION FL | 616 | $47.0M | $173K |
| 8 | ORLANDO/ORANGE COUNTY CONVENTION & VISITORS BUREAU, INC. VISIT ORLANDO 401(K) PLAN | ORLANDO FL | 165 | $35.8M | $103K |
| 9 | KBI SERVICES, INC. KBI SERVICES, INC. 401(K) & PROFIT SHARING PLAN | NEW YORK NY | 716 | $20.7M | $99K |
| 10 | PARTNERS IN HEALTH, A NONPROFIT CORPORATION PARTNERS IN HEALTH 401(K) PLAN | BOSTON MA | 349 | $24.1M | $58K |
