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 | CASSIDAY SCHADE LLP CASSIDAY SCHADE PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 163 | $55.4M | $6.8M |
| 2 | FORTRA, LLC FORTRA, LLC 401(K) SAVINGS PLAN | EDEN PRAIRIE MN | 1,221 | $206.9M | $4.9M |
| 3 | MURPHY OIL CORPORATION THE MURPHY OIL CORPORATION 401(K) PLAN | HOUSTON TX | 693 | $216.7M | $3.3M |
| 4 |
| MELTON & MELTON, LLP MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST |
HOUSTON TX |
| 138 |
| $41.8M |
| $2.7M |
| 5 | PINE RIVER DOMESTIC MANAGEMENT L.P. PINE RIVER DOMESTIC MANAGEMENT 401(K) PROFIT SHARING PLAN | MINNETONKA MN | 32 | $39.9M | $2.6M |
| 6 | TACONIC CAPITAL ADVISORS L.P. TACONIC CAPITAL ADVISORS L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 74 | $70.9M | $2.1M |
| 7 | LIGHTBOX EMPLOYER, L.L.C. LIGHTBOX EMPLOYER, L.L.C. RETIREMENT PLAN | SHELTON CT | 484 | $89.8M | $1.8M |
| 8 | DYNATA, LLC DYNATA, LLC EMPLOYEE 401(K) PLAN | SHELTON CT | 4,474 | $114.1M | $1.7M |
| 9 | SAI360 INC. SAI360 401(K) SAVINGS PLAN | CHICAGO IL | 162 | $55.1M | $1.5M |
| 10 | MCCRAW OIL/KWIK CHEK MCCRAW OIL/KWIK CHEK 401(K) PLAN | BONHAM TX | 948 | $9.1M | $1.4M |
