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 | ROTH IGA FOODLINER, INC. ROTH IGA FOODLINER, INC. PROFIT SHARING PLAN | SALEM OR | 537 | $44.5M | $2.7M |
| 2 | VIRGINIA HEALTH SERVICES, INC. VIRGINIA HEALTH SERVICES, INC. RETIREMENT PLAN | NEWPORT NEWS VA | 756 | $25.7M | $2.1M |
| 3 | MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN | CLEARWATER FL | 252 | $26.4M | $999K |
| 4 |
| TM RTA MANAGEMENT, INC. TM RTA HOLDINGS 401(K) PLAN |
FRANKLIN TN |
| 342 |
| $7.2M |
| $912K |
| 5 | HOLLIS COBB ASSOCIATES, INC. HOLLIS COBB ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NORCROSS GA | 617 | $17.4M | $706K |
| 6 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN | DUNCAN SC | 444 | $20.5M | $620K |
| 7 | MEMPHIS UNIVERSITY SCHOOL MEMPHIS UNIVERSITY SCHOOL DC PLAN | MEMPHIS TN | 159 | $35.1M | $550K |
| 8 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN | EDEN PRAIRIE MN | 1,453 | $20.8M | $310K |
| 9 | CAPIN CROUSE LLP CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN | INDIANAPOLIS IN | 216 | $26.2M | $292K |
| 10 | HAYNES INC. THE HAYNES RETIREMENT PLAN | FAIRFAX VA | 83 | $12.4M | $198K |
