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 | MERZ, INCORPORATED MERZ NORTH AMERICA 401(K) PLAN | RALEIGH NC | 1,167 | $237.0M | $1.4M |
| 2 | JOHNSON INVESTMENT COUNSEL, INC. JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN | CINCINNATI OH | 150 | $88.1M | $405K |
| 3 | AMERICANTCS FIDUCIARY SERVICES, LLC BLUESTAR BKS POOLED EMPLOYER PLAN | PITTSBURGH PA | 948 | $14.5M | $87K |
| 4 |
| LEGACY BUILDERS, INC. LEGACY BUILDERS 401(K) PLAN |
CONCORD CA |
| 171 |
| $9.6M |
| $74K |
| 5 | GEMINI FINANCIAL SERVICES CORPORATION GEMINI FINANCIAL SERVICES CORP. 401(K) PLAN | JACKSONVILLE FL | 116 | $6.2M | $9K |
