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 | STEPHEN GOULD CORPORATION STEPHEN GOULD CORPORATION RETIREMENT PLAN | MADISON NJ | 493 | $74.5M | $1.8M |
| 2 | LAKE MICHIGAN CREDIT UNION LAKE MICHIGAN CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | GRAND RAPIDS MI | 1,370 | $50.9M | $478K |
| 3 | UNCLE CREDIT UNION UNCLE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | LIVERMORE CA | 87 | $13.9M | $135K |
