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 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 ANNUITY FUND SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND | BUFFALO NY | 322 | $37.8M | $311K |
| 2 | SCOTT EQUIPMENT COMPANY SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | NEW PRAGUE MN | 154 | $24.2M | $147K |
| 3 | DAVID MASON & ASSOCIATES, INC. DAVID MASON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 114 |
| $12.6M |
| $101K |
| 4 | THE CAMBRIDGE SCHOOL OF WESTON, INC. THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN | WESTON MA | 99 | $30.3M | $83K |
| 5 | BEST BUDDIES INTERNATIONAL, INC. BEST BUDDIES INTERNATIONAL, INC. 401(K) PLAN | MIAMI FL | 359 | $17.2M | $69K |
| 6 | FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON PA | 288 | $27.9M | $43K |
| 7 | TORGERSONS, LLC TORGERSON'S LLC 401(K) PLAN | GREAT FALLS MT | 323 | $11.4M | $19K |
| 8 | GLORIA DEI COMMUNITIES CORP. GLORIA DEI COMMUNITIES CORP. 401(K) RETIREMENT SAVINGS PLAN | WARRINGTON PA | 159 | $5.1M | $12K |
