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 | TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN | OMAHA NE | 181 | $51.4M | $4.4M |
| 2 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $2.9M |
| 3 | SINCH AMERICA, INC. SINCH AMERICA 401(K) PLAN | ATLANTA GA | 1,194 | $151.7M | $2.5M |
| 4 |
| VERITEX COMMUNITY BANK VERITEX COMMUNITY BANK 401(K) PLAN |
DALLAS TX |
| 869 |
| $84.0M |
| $2.2M |
| 5 | CARL ZEISS VISION INC. CARL ZEISS VISION INC. 401(K) PLAN | HEBRON KY | 783 | $70.0M | $2.0M |
| 6 | SANTA YNEZ BAND OF CHUMASH INDIANS SANTA YNEZ BAND OF CHUMASH INDIANS 401(K) PLAN | SANTA YNEZ CA | 2,416 | $144.4M | $1.4M |
| 7 | VIRGINIA INDUSTRIES, INC. VIRGINIA INDUSTRIES RETIREMENT PLAN | ROCKY HILL CT | 21 | $9.2M | $1.4M |
| 8 | XL INDUSTRIES XL INDUSTRIES 401(K) PLAN | MILPITAS CA | 255 | $65.7M | $1.3M |
| 9 | WEYLCHEM US INC. HARDWICKE CHEMICAL INC. PENSION PLAN | ELGIN SC | 6 | $17.8M | $1.3M |
| 10 | BERLINER COHEN, LLP BERLINER COHEN RETIREMENT PLAN | SAN JOSE CA | 107 | $54.1M | $384K |
