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 | RISI, INC. FASTMARKETS SAVINGS AND INVESTMENT PLAN | BURLINGTON MA | 154 | $34.0M | $978K |
| 2 | WAYTEK, INC. WAYTEK, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | CHANHASSEN MN | 119 | $19.5M | $780K |
| 3 | DISTRICT ENERGY HOLDINGS LLC DISTRICT ENERGY HOLDINGS 401(K) PLAN | HOUSTON TX | 136 | $19.3M | $762K |
| 4 |
| BANGOR SAVINGS BANK BANGOR SAVINGS BANK 401(K) PLAN & TRUST AGREEMENT |
BANGOR ME |
| 1,149 |
| $166.9M |
| $688K |
| 5 | JEP MANAGEMENT, INC. JEP MANAGEMENT & AFFILIATES 401(K) PLAN | WYNNEWOOD PA | 378 | $58.3M | $330K |
