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 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $882K |
| 2 | MERITRUST FEDERAL CREDIT UNION MERITRUST CREDIT UNION 401(K) PLAN | WICHITA KS | 333 | $37.0M | $337K |
| 3 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $269K |
| 4 |
| ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN |
DEERFIELD BEACH FL |
| 127 |
| $16.9M |
| $185K |
| 5 | ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL 401(K) PLAN | BRONX NY | 219 | $5.6M | $139K |
| 6 | WALTERS RECYCLING AND REFUSE, INC. WALTERS 401(K) PLAN | BLAINE MN | 154 | $8.7M | $48K |
| 7 | CROW WING RECYCLING, INC. CW COMPANIES RETIREMENT PLAN | BRAINERD MN | 187 | $5.0M | $23K |
