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 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN PA | 503 | $90.6M | $10.0M |
| 2 | SOUTH JERSEY INDUSTRIES, INC. SOUTH JERSEY INDUSTRIES, INC. 401(K) PLAN | FOLSOM NJ | 1,267 | $245.0M | $7.7M |
| 3 | UNITED REFINING COMPANY OF PENNSYLVANIA UNITED REFINING COMPANY OF PA INCENTIVE SAVINGS PLAN | WARREN PA | 2,471 | $12.3M |
| $4.5M |
| 4 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR HOURLY EMPLOYEES | WARREN PA | 348 | $43.2M | $2.8M |
| 5 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $2.3M |
| 6 | LEEP ENTERPRISES, LLC LEEP ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | MISHAWAKA IN | 1,253 | $62.4M | $663K |
| 7 | REYNOLDS FARM EQUIPMENT, INC. REYNOLDS FARM EQUIPMENT, INC. 401(K) PLAN | ATLANTA IN | 251 | $15.8M | $622K |
| 8 | ALTIMETRIK, CORP. ALTIMETRIK, CORP. 401(K) PLAN | SOUTHFIELD MI | 284 | $25.8M | $486K |
| 9 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY STORE EMPLOYEES | ERIE PA | 920 | $1.3M | $472K |
| 10 | KENTUCKY EAGLE, INC. KENTUCKY EAGLE 401K PLAN | LEXINGTON KY | 218 | $15.0M | $451K |
