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 | REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY PLAN | WEST TRENTON NJ | 2,308 | $417.7M | $35.5M |
| 2 | PROJECT WORLDWIDE PROJECT WORLDWIDE 401(K) PLAN | AUBURN HILLS MI | 1,466 | $161.5M | $21.4M |
| 3 | SLOAN VALVE COMPANY SLOAN VALVE COMPANY SAVINGS AND INVESTMENT PLAN | FRANKLIN PARK IL | 868 | $99.8M | $16.4M |
| 4 |
| WESTERN MONTANA CLINIC, P.C. TAMARACK MANAGEMENT INC. 401K PROFIT SHARING PLAN |
MISSOULA MT |
| 200 |
| $46.8M |
| $16.1M |
| 5 | FARMER HOLDING COMPANY, INC. MISSOURI AGGREGATES 401(K) PLAN | JEFFERSON CITY MO | 2,356 | $83.3M | $15.1M |
| 6 | JOHN B. SANFILIPPO & SON, INC. JOHN B SANFILIPPO & SON, INC. 401(K) PLAN | ELGIN IL | 1,732 | $127.1M | $15.0M |
| 7 | ORMAT TECHNOLOGIES, INC. AND SUBSIDIARIES ORMAT 401(K) PLAN | RENO NV | 703 | $79.6M | $10.0M |
| 8 | KENWAL STEEL CORPORATION KENWAL GROUP RETIREMENT SAVINGS PLAN | DEARBORN MI | 290 | $38.9M | $3.2M |
| 9 | PACKAGING MACHINERY MANUFACTURERS INSTITUTE PACKAGING MACHINERY MANUFACTURERS INSTITUTE 401(K) AND PROFIT SHARING PLAN | HERNDON VA | 119 | $42.5M | $3.2M |
| 10 | WEBER METALS, INC. WEBER METALS, INC. SAVINGS AND RETIREMENT PLAN | PARAMOUNT CA | 401 | $32.1M | $2.3M |
