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 | MORRISETTE PACKAGING, INC. MORRISETTE PACKAGING, INC. PROFIT SHARING PLAN | GREENSBORO NC | 245 | $42.3M | $1.9M |
| 2 | LUMSDEN & MCCORMICK, LLP LUMSDEN & MCCORMICK, LLP 401(K) PLAN | BUFFALO NY | 132 | $55.6M | $1.5M |
| 3 | HARDWARE RESOURCES, INC. DIMORA BRANDS RETIREMENT PLAN | BOSSIER CITY LA | 793 | $30.9M | $892K |
| 4 |
| GOETTSCH PARTNERS, INC. GOETTSCH PARTNERS, INC. PROFIT SHARING PLAN |
CHICAGO IL |
| 47 |
| $31.9M |
| $741K |
| 5 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $707K |
| 6 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $706K |
| 7 | CMI MARKETING, INC. CMI MARKETING, INC 401(K) PLAN | NEW YORK NY | 337 | $33.3M | $622K |
| 8 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $521K |
| 9 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $438K |
| 10 | PMG INDIANA LLC PMG US GROUP SAVINGS AND RETIREMENT PLAN | COLUMBUS IN | 265 | $14.4M | $417K |
