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 | UNIVERSAL INSTRUMENTS CORPORATION CBA RETIREMENT SAVINGS PLAN | CONKLIN NY | 301 | $116.3M | $6.2M |
| 2 | THE COATS COMPANY, LLC THE COATS COMPANY UNION RETIREMENT SAVINGS PLAN | LA VERGNE TN | 122 | $6.6M | $348K |
| 3 | THE COATS COMPANY, LLC THE COATS COMPANY RETIREMENT SAVINGS PLAN | LA VERGNE TN | 227 | $25.8M | $312K |
| 4 |
| SETON HOME STUDY SCHOOL SETON HOME STUDY SCHOOL 401(K) PROFIT SHARING PLAN & TRUST |
FRONT ROYAL VA |
| 152 |
| $3.8M |
| $58K |
| 5 | SHEET METAL WORKERS LOCAL 22 WELFARE FUND BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 22 - WELFARE FUND | KENILWORTH NJ | 279 | $21.9M | $55K |
| 6 | LOCKHART AUTOMOTIVE GROUP, INC. LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | FISHERS IN | 177 | $6.7M | $44K |
| 7 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $23K |
| 8 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $9K |
