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 | WILEY & WILSON, INC. WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | LYNCHBURG VA | 186 | $94.4M | $1.3M |
| 2 | PENNY PUBLICATIONS, LLC PENNY PUBLICATIONS, LLC 401(K) PLAN | NORWALK CT | 129 | $20.7M | $1.2M |
| 3 | YOUNGWILLIAMS, P.C. YOUNGWILLIAMS P.C. 401(K) PROFIT SHARING PLAN | RIDGELAND MS | 996 | $19.8M | $599K |
| 4 |
| FOOD FOR THE POOR, INC. FOOD FOR THE POOR 403B PLAN |
COCONUT CREEK FL |
| 283 |
| $26.1M |
| $420K |
| 5 | HEALTHPLANONE, LLC HEALTHPLANONE, LLC 401(K) PLAN | SHELTON CT | 2,071 | $23.0M | $103K |
| 6 | FCA, LLC FCA, LLC 401(K) SAVINGS PLAN | MOLINE IL | 726 | $21.3M | $80K |
| 7 | XPRESS GLOBAL SYSTEMS, LLC XGS, LLC 401(K) PLAN | TUNNEL HILL GA | 771 | $7.2M | $22K |
