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 | CARTHAGE HOLDINGS, INC. DISTEK INTEGRATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CEDAR FALLS IA | 142 | $21.4M | $306K |
| 2 | Z & M SHEET METAL, INC. Z & M SHEET METAL, INC. PROFIT SHARING PLAN | CHANTILLY VA | 116 | $10.2M | $256K |
| 3 | ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUM ACEC / LIFE & HEALTH GROUP WELFARE PLAN | THE WOODLANDS TX | 35,940 | $32.8M | $111K |
| 4 | ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | VERONA WI | 102 | $18.6M | $92K |
| 5 | ZEHNDER'S OF FRANKENMUTH, INC. ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & PROFIT SHARING PLAN & TRUST | FRANKENMUTH MI | 418 | $19.0M | $4K |
