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 | TERMA INC. TERMA INC. 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 86 | $14.3M | $2.7M |
| 2 | SOUTHWEST HUMAN DEVELOPMENT, INC. SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | PHOENIX AZ | 730 | $44.2M | $2.2M |
| 3 | RIOS, INC. RIOS, INC. RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 259 | $23.9M | $1.9M |
| 4 |
| STAHL SHEAFFER ENGINEERING, LLC STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN |
STATE COLLEGE PA |
| 125 |
| $10.7M |
| $545K |
| 5 | NAVIGANT HOLDINGS, LLC DBA NAVIGANT MOTOR GROUP NAVIGANT MOTOR GROUP 401(K) PLAN | NORTHVILLE MI | 203 | $2.2M | $226K |
| 6 | MIDDLEVILLE ENGINEERED SOLUTIONS, LLC MIDDLEVILLE ENGINEERED SOLUTIONS, LLC | MIDDLEVILLE MI | 121 | $6.4M | $186K |
| 7 | LAKESHORE EMPLOYMENT INC LAKESHORE EMPLOYMENT INC 401(K) PROFIT SHARING PLAN AND TRUST | SKOKIE IL | 431 | $5.2M | $170K |
