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 | J.D. STEEL CO., INC. J.D. STEEL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | PHOENIX AZ | 161 | $49.4M | $4.4M |
| 2 | TESSENDERLO KERLEY, INC. TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST | PHOENIX AZ | 459 | $96.4M | $77K |
| 3 | WORKIVA INC. WORKIVA 401(K) PLAN | AMES IA | 2,169 | $188.7M | $27K |
| 4 |
| AG US GROUP SERVICES INC. AG US GROUP SERVICES INC. EMPLOYEE RETIREMENT PLAN |
NEW YORK NY |
| 311 |
| $409.7M |
| $2K |
