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 | BUSH ROSS, P.A. BUSH ROSS, P.A. 401(K) PROFIT SHARING PLAN | TAMPA FL | 111 | $37.4M | $536K |
| 2 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $529K |
| 3 | KNOWBE4, INC. KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 1,232 | $57.2M | $518K |
| 4 |
| RICHARDSON INDUSTRIES, INC. RICHARDSON INDUSTRIES, INC. 401(K) PLAN |
SHEBOYGAN FALLS WI |
| 180 |
| $19.0M |
| $359K |
| 5 | N.E.W. INDUSTRIES, INC. N. E. W. INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | STURGEON BAY WI | 169 | $8.9M | $199K |
