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 | NATURE'S SUNSHINE PRODUCTS, INC. NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN | LEHI UT | 422 | $74.2M | $6.2M |
| 2 | APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN | APPLETON WI | 307 | $76.3M | $4.3M |
| 3 | GREYLOCK FEDERAL CREDIT UNION GREYLOCK PENSION PLAN | PITTSFIELD MA | 273 | $34.5M | $4.0M |
| 4 |
| PEPSI-COLA BOTTLING CO. OF HICKORY, NC INC. PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC. PROFIT SHARING AND 401(K) |
HICKORY NC |
| 325 |
| $84.3M |
| $2.6M |
| 5 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $2.5M |
| 6 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 423 | $36.5M | $554K |
| 7 | MCLAUGHLIN BODY COMPANY MCLAUGHLIN BODY COMPANY 401(K) PLAN | MOLINE IL | 346 | $50.4M | $450K |
| 8 | MARKEY'S AUDIO-VISUAL, INC. MARKEY'S AUDIO-VISUAL 401(K) PLAN | INDIANAPOLIS IN | 311 | $25.0M | $243K |
| 9 | GURNICK ACADEMY OF MEDICAL ARTS LLC GURNICK ACADEMY RETIREMENT SAVINGS PLAN | SAN JOSE CA | 649 | $5.2M | $197K |
| 10 | LYMAN PRODUCTS CORPORATION LYMAN PRODUCTS CORPORATION 401(K) PLAN | MIDDLETOWN CT | 100 | $8.2M | $137K |
