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 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. EMPLOYEE RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 4,935 | $31.1M | $677K |
| 2 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. DISCRETIONARY CONTRIBUTION THRIFT PLAN | INDIANAPOLIS IN | 2,855 | $24.1M | $595K |
| 3 | DATTCO, INC. DATTCO, INC. 401(K) PLAN | NEW BRITAIN CT | 1,645 |
| $27.6M |
| $309K |
| 4 | TAURUS HOLDINGS, INC. TAURUS HOLDINGS, INC. 401(K) PLAN | BAINBRIDGE GA | 171 | $8.3M | $228K |
| 5 | AESOP INTERMEDIATE, LLC AESOP INTERMEDIATE, LLC 401(K) PLAN | KANSAS CITY MO | 640 | $6.7M | $155K |
| 6 | PATTEN GP, LLC PATTEN TITLE COMPANIES RETIREMENT PLAN | HOUSTON TX | 117 | $5.8M | $49K |
| 7 | SARASOTA 500, LLC SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN | SARASOTA FL | 187 | $5.7M | $31K |
| 8 | DAVIDSON DAY SCHOOL DAVIDSON DAY SCHOOL RETIREMENT PLAN | DAVIDSON NC | 148 | $6.6M | $24K |
| 9 | CIL, INC. CIL, INC. 401(K) PROFIT SHARING PLAN | LAWRENCE MA | 137 | $4.8M | $20K |
