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 | JAS FORWARDING (U.S.A.), INC. JAS FORWARDING (USA), INC. 401(K) PLAN | ATLANTA GA | 1,101 | $92.9M | $5.8M |
| 2 | GLOBE UNION GROUP, INC. GLOBE UNION GROUP RETIREMENT & SAVINGS PLAN | WOODRIDGE IL | 133 | $17.5M | $2.0M |
| 3 | PATRIOT NATIONAL INC. PATRIOT NATIONAL INC. 401(K) EMPLOYEE SAVINGS PLAN | FORT LAUDERDALE FL | 3 | $7.3M | $1.2M |
| 4 |
| OAK TREE SOFTWARE, INC. OAK TREE SOFTWARE, INC. 401(K) PLAN |
TULSA OK |
| 311 |
| $8.6M |
| $1.2M |
| 5 | FAROUK SYSTEMS INC. FAROUK SYSTEMS, INC. 401(K) PLAN | HOUSTON TX | 769 | $15.4M | $1.0M |
| 6 | FABSCO SHELL AND TUBE LLC FABSCO SHELL AND TUBE, LLC 401(K) PROFIT SHARING PLAN | TULSA OK | 159 | $5.7M | $906K |
