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 | BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUST U.A. LOCAL 467 DEFINED CONTRIBUTION PLAN | SAN JOSE CA | 849 | $158.2M | $4.5M |
| 2 | LEXINGTON PARTNERS L.P. LEXINGTON PARTNERS 401(K) RETIREMENT PLAN | NEW YORK NY | 135 | $111.9M | $976K |
| 3 | THE PRINCE & IZANT COMPANY THE PRINCE & IZANT COMPANY PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 142 | $32.2M | $926K |
| 4 | MONTICELLO BANKSHARES, INC. MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN | MONTICELLO KY | 192 | $15.7M | $610K |
| 5 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $295K |
| 6 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. PREVAILING WAGE PLAN | LINCOLN RI | 735 | $6.2M | $29K |
