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 | STANDARD PROCESS INC. STANDARD PROCESS INC. 401K AND PROFIT SHARING PLAN | PALMYRA WI | 653 | $131.0M | $2.3M |
| 2 | SUMMIT MORTGAGE CORPORATION SUMMIT MORTGAGE 401(K) RETIREMENT PLAN | PLYMOUTH MN | 136 | $17.8M | $1.1M |
| 3 | BRIGHAM YOUNG UNIVERSITY - UTAH BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN | PROVO UT | 325 | $188.7M | $838K |
| 4 |
| CONCORDIA LUTHERAN MINISTRIES 403(B) THRIFT PLAN FOR CONCORDIA LUTHERAN MINISTRIES CABOT, PENNSYLVANIA |
CABOT PA |
| 3,321 |
| $133.6M |
| $752K |
| 5 | OAKLEY INDUSTRIES SUB ASSEMBLY DIVISION, INC. OAKLEY RETIREMENT PLAN | FLINT MI | 139 | $10.3M | $227K |
| 6 | ZEIGLER AUTO GROUP, INC. ZEIGLER AUTO GROUP, INC. EMPLOYEE'S 401(K) PLAN | KALAMAZOO MI | 2,348 | $72.9M | $143K |
| 7 | FENNER DUNLOP AMERICAS, INC. FENNER DUNLOP RETIREMENT AND SAVINGS PLAN | CORAOPOLIS PA | 273 | $42.3M | $84K |
| 8 | KBI SERVICES, INC. KBI SERVICES, INC. 401(K) & PROFIT SHARING PLAN | NEW YORK NY | 716 | $20.7M | $61K |
| 9 | MOELLER MFG. COMPANY LLC MOELLER ENTERPRISES 401(K) PLAN | WIXOM MI | 287 | $16.7M | $41K |
| 10 | GENPAK LLC GENPAK 401(K) PLAN | CHARLOTTE NC | 1,255 | $86.8M | $40K |
