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 | WELLBORN CABINET INC. WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN | ASHLAND AL | 1,394 | $31.4M | $1.8M |
| 2 | SOUTHEASTERN RETINA ASSOCIATES, PC SOUTHEASTERN RETINA ASSOCIATES, PC PROFIT SHARING 401K PLAN | KNOXVILLE TN | 241 | $37.3M | $510K |
| 3 | HALLMARK FINANCIAL SERVICES, INC HFS 401(K) SAVINGS PLAN | DALLAS TX | 268 | $29.7M | $183K |
| 4 |
| LEGAL AID SERVICES OF OREGON LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN |
PORTLAND OR |
| 88 |
| $15.3M |
| $175K |
| 5 | JAGOE HOMES, INC. JAGOE HOMES, INC. 401(K) PLAN | OWENSBORO KY | 114 | $6.4M | $148K |
| 6 | ZEPF CENTER ZEPF CENTER RETIREMENT SAVINGS PLAN | TOLEDO OH | 424 | $22.8M | $53K |
| 7 | WESBURY UNITED METHODIST COMMUNITY WESBURY UNITED METHODIST COMMUNITY RETIREMENT SAVINGS PLAN | MEADVILLE PA | 337 | $11.5M | $1K |
