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 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $10.3M |
| 2 | UNIGROUP C.A. UNIGROUP, C.A. RESOURCES FOR EMPLOYEES' LEISURE YEARS PLAN | FENTON MO | 560 | $119.2M | $7.4M |
| 3 | BEARCOM OPERATING, L.L.C. BEARCOM 401K PLAN | GARLAND TX | 910 | $53.3M | $5.7M |
| 4 |
| M. S. WALKER, INC. M.S. WALKER RETIREMENT TRUST |
NORWOOD MA |
| 549 |
| $62.1M |
| $5.5M |
| 5 | HEILIND ELECTRONICS, INC. HEILIND ELECTRONICS, INC. 401(K) PLAN | WILMINGTON MA | 1,012 | $68.2M | $4.8M |
| 6 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $3.8M |
| 7 | GENERAL CREDIT FORMS, INC. GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 249 | $48.9M | $3.7M |
| 8 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $3.6M |
| 9 | SUOMINEN US HOLDING, INC. SUOMINEN 401(K) PLAN | WINDSOR LOCKS CT | 350 | $50.7M | $3.5M |
| 10 | SOUTH SHORE BANK SOUTH SHORE BANK 401(K) PLAN | SOUTH WEYMOUTH MA | 238 | $38.8M | $3.3M |
