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 | MORRIS & DICKSON CO., LLC MORRIS & DICKSON CO., LLC 401(K) PLAN | SHREVEPORT LA | 538 | $75.5M | $7.0M |
| 2 | SPORTS SOUTH SPORTS SOUTH 401(K) PLAN | SHREVEPORT LA | 383 | $29.4M | $3.0M |
| 3 | THE AAGARD GROUP, LLC THE AAGARD GROUP, LLC. 401(K) PS PLAN | ALEXANDRIA MN | 314 | $25.8M | $362K |
| 4 |
| COMMUNITY ELDERCARE SERVICES, LLC COMMUNITY ELDERCARE SERVICES LLC 401(K) PLAN |
TUPELO MS |
| 1,708 |
| $2.6M |
| $138K |
| 5 | CHANDLER EXHIBITS, INC. CHANDLER EXHIBITS, INC. 401(K) RETIREMENT PLAN | AFTON MN | 99 | $10.3M | $44K |
