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 | STEPHEN GOULD CORPORATION STEPHEN GOULD CORPORATION RETIREMENT PLAN | MADISON NJ | 493 | $74.5M | $3.1M |
| 2 | NATIONAL ARBOR DAY FOUNDATION NATIONAL ARBOR DAY FOUNDATION 401(K) PLAN AND TRUST | LINCOLN NE | 510 | $19.5M | $1.5M |
| 3 | MEGASTAR FINANCIAL CORPORATION MEGASTAR FINANCIAL CORPORATION 401(K) PLAN | DENVER CO | 123 | $16.7M | $1.4M |
| 4 |
| CHALLENGE MFG. HOLDINGS CHALLENGE MFG. COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
WALKER MI |
| 2,860 |
| $90.9M |
| $1.3M |
| 5 | S&S TRUCK PARTS LLC S&S TRUCK PARTS LLC 401K PLAN | SCHAUMBURG IL | 304 | $16.7M | $1.3M |
| 6 | FRITZ INDUSTRIES, INC. FRITZ INDUSTRIES, INC. 401(K) RETIREMENT PLAN | MESQUITE TX | 130 | $23.6M | $1.1M |
| 7 | SMITH INDUSTRIES, INC. SMITH INDUSTRIES, INC. 401(K) PLAN | MONTGOMERY AL | 294 | $28.1M | $899K |
| 8 | SCRIBE OPCO, INC. DBA KOOZIE GROUP KOOZIE GROUP 401(K) SAVINGS AND INVESTMENT PLAN | CLEARWATER FL | 1,281 | $39.2M | $685K |
| 9 | INPERIUM, INC. INPERIUM & FAMILY OF SERVICES 401(K) PLAN | READING PA | 4,115 | $37.4M | $644K |
| 10 | COMOTO HOLDINGS,INC. COMOTO HOLDINGS, INC. 401(K) PROFIT SHARING PLAN & TRUST | PHILADELPHIA PA | 2,587 | $37.8M | $541K |
