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 | SCHAUMBURG TOYOTA, INC. SCHAUMBURG TOYOTA, INC. PROFIT SHARING AND 401(K) PLAN | SCHAUMBURG IL | 273 | $33.7M | $2.5M |
| 2 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN PA | 503 | $90.6M | $2.1M |
| 3 | UPSTAGING, INC. UPSTAGING, INC. 401(K) SAVINGS PLAN | SYCAMORE IL | 513 | $37.1M | $1.0M |
| 4 |
| SHARED SERVICES, LLC SHARED SERVICES 401(K) PLAN |
CINCINNATI OH |
| 149 |
| $20.7M |
| $663K |
| 5 | THE INSTITUTE OF INTERNATIONAL FINANCE, INC. I I F RETIREMENT PLAN | WASHINGTON DC | 62 | $40.0M | $620K |
| 6 | SPECIALTY STEEL TREATING, INC. TAX DEFERRED SAVINGS & PROFIT SHARING PLAN OF SPECIALTY STEEL TREATING, INC. | FRASER MI | 201 | $22.4M | $583K |
| 7 | KENTUCKY EAGLE, INC. KENTUCKY EAGLE 401K PLAN | LEXINGTON KY | 218 | $15.0M | $332K |
| 8 | CENTRAL WIRE, INC. CENTRAL WIRE INC. 401(K) RETIREMENT PLAN | MICHIGAN CITY IN | 514 | $34.3M | $99K |
| 9 | PEGASUS TECHNOLOGIES, INC. PEGASUS TECHNOLOGIES, INC. EMPLOYEE SAVINGS & RET. PLAN 401(K) | GREEN COVE SPRINGS FL | 179 | $52.5M | $82K |
| 10 | HELIX OPERATING COMPANY LLC HELIX OPERATING COMPANY LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | BEACHWOOD OH | 67 | $6.6M | $21K |
