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 | AMERICAN HEATING, INC. AMERICAN HEATING, INC. 401(K) PLAN | PORTLAND OR | 204 | $22.1M | $1.7M |
| 2 | PROFESSIONAL BILLING, INC. PROFESSIONAL BILLING, INC. PROFIT SHARING PLAN | MONTGOMERY AL | 148 | $7.4M | $963K |
| 3 | E. A. RENFROE & COMPANY, INC. E. A. RENFROE & COMPANY, INC. 401(K) PLAN | BIRMINGHAM AL | 4,856 | $30.3M | $520K |
| 4 |
| BR WILLIAMS TRUCKING LLC BR WILLIAMS TRUCKING LLC 401(K) PROFIT SHARING PLAN |
EASTABOGA AL |
| 191 |
| $5.1M |
| $462K |
| 5 | STEEL DUST RECYCLING, LLC STEEL DUST RECYCLING, LLC 401(K) PLAN | MILLPORT AL | 138 | $5.8M | $78K |
