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 | KAPNICK AND COMPANY, INC. DBA KAPNICK INSURANCE GROUP KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST | ADRIAN MI | 222 | $41.2M | $5.1M |
| 2 | WIESER BROTHERS GENERAL CONTRACTOR, INC. WIESER BROTHERS GENERAL CONTRACTOR, INC. 401(K)/PROFIT SHARING PLAN | LA CRESCENT MN | 164 | $35.4M | $4.8M |
| 3 | WHEELABRATOR TECHNOLOGIES INC. WIN WASTE INNOVATIONS 401(K) PLAN | PORTSMOUTH NH | 2,156 |
| $189.3M |
| $1.6M |
| 4 | DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 234 | $36.2M | $864K |
| 5 | MECA SOLUTIONS, LLC MECA SOLUTIONS, LLC 401K PLAN | GREEN BAY WI | 110 | $8.7M | $653K |
| 6 | PORTEOUS, HAINKEL & JOHNSON, LLP PORTEOUS, HAINKEL & JOHNSON, LLP 401(K) RETIREMENT PLAN AND TRUST | NEW ORLEANS LA | 91 | $24.0M | $112K |
| 7 | HUMANE SOCIETY OF ROCHESTER AND MONROE COUNTY, FOR THE P.C.A., INC. LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN | FAIRPORT NY | 153 | $6.6M | $94K |
| 8 | LIFEPATH, INC. LIFEPATH, INC. 401(K) PLAN | GREENFIELD MA | 143 | $7.6M | $55K |
| 9 | DELSCO NORTHWEST INC DELSCO NORTHWEST INC 401(K) PROFIT SHARING PLAN & TRUST | MYTON UT | 147 | $3.6M | $48K |
| 10 | MINDOULA HEALTH INC MINDOULA HEALTH INC 401(K) PROFIT SHARING PLAN & TRUST | SILVER SPRING MD | 361 | $4.2M | $38K |
