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 | SAUDER WOODWORKING CO. SAUDER WOODWORKING CO. RETIREMENT AND 401(K) PLAN | ARCHBOLD OH | 1,766 | $335.5M | $4.1M |
| 2 | VIRTUS INVESTMENT PARTNERS, INC. VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN | HARTFORD CT | 750 | $330.1M | $2.9M |
| 3 | KEYSTONE AGENCY PARTNERS LLC KEYSTONE AGENCY PARTNERS 401(K) PLAN | HARRISBURG PA | 1,757 | $88.5M | $1.9M |
| 4 | NATIONAL MACHINERY LLC NATIONAL MACHINERY LLC SAVINGS PLAN | TIFFIN OH | 409 | $64.3M | $1.2M |
| 5 | LAMPS PLUS INC LAMPS PLUS 401(K) PLAN | CHATSWORTH CA | 812 | $58.6M | $1.1M |
| 6 | INSIGHTSOFTWARE, LLC INSIGHTSOFTWARE 401(K) PLAN | RALEIGH NC | 780 | $67.1M | $1.0M |
| 7 | EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC SAVINGS AND RETIREMENT PLAN | HUNT VALLEY MD | 839 | $144.6M | $790K |
| 8 | TOTH & ASSOCIATES, INC. TOTH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | SPRINGFIELD MO | 179 | $21.7M | $547K |
| 9 | JOHN S. JAMES CO. JOHN S. JAMES CO. 401(K) RETIREMENT PLAN | GARDEN CITY GA | 154 | $10.7M | $520K |
| 10 | HOOPER, LUNDY & BOOKMAN, P.C. HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN | LOS ANGELES CA | 95 | $55.0M | $517K |
