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 | LEVENFELD PEARLSTEIN, LLC LEVENFELD PEARLSTEIN, LLC CASH BALANCE PLAN | CHICAGO IL | 111 | $8.0M | $445K |
| 2 | IBEW LOCAL 812 HEALTH AND WELFARE FUND IBEW LOCAL 812 HEALTH AND WELFARE FUND | ROSELAND NJ | 91 | $2.3M | $208K |
