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 | BEEMOK CAPITAL LLC BEEMOK CAPITAL LLC PLAN | CHARLESTON SC | 775 | $46.5M | $13.3M |
| 2 | IEM INTERNATIONAL, INC. IEM INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN | MORRISVILLE NC | 707 | $46.9M | $6.1M |
| 3 | MIDDLESEX WATER CO. MIDDLESEX WATER COMPANY 401(K) PLAN | ISELIN NJ | 360 | $78.4M | $5.9M |
| 4 |
| THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN |
NEW YORK NY |
| 391 |
| $81.4M |
| $5.0M |
| 5 | STANFORD BROTHERS, INC DBA VARSITY FORD VARSITY FORD 401K PLAN | ANN ARBOR MI | 175 | $26.9M | $4.1M |
| 6 | VARSITY LINCOLN INC VARSITY LINCOLN 401(K) PLAN | NOVI MI | 155 | $19.2M | $3.6M |
| 7 | JEANNE DARC CREDIT UNION JEANNE D'ARC CREDIT UNION 401(K) PLAN | LOWELL MA | 287 | $38.3M | $3.5M |
| 8 | OPTIMAS OE SOLUTIONS, LLC OPTIMAS OE SOLUTIONS, LLC EMPLOYEE SAVINGS PLAN | WOOD DALE IL | 481 | $52.4M | $3.2M |
| 9 | AMERICAN ACADEMY OF DERMATOLOGY, INC. PENSION PLAN AMERICAN ACADEMY OF DERMATOLOGY, INC PENSION PLAN | ROSEMONT IL | 211 | $20.4M | $2.4M |
| 10 | AUMA ACTUATORS, INC. AUMA ACTUATORS, INC. 401(K) | CANONSBURG PA | 138 | $13.9M | $1.3M |
