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 | ASCEND PERFORMANCE MATERIALS HOLDINGS INC. ASCEND SAVINGS & INVESTMENT PLAN | HOUSTON TX | 1,827 | $548.3M | $18.6M |
| 2 | H.E. WILLIAMS, INC. H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARTHAGE MO | 272 | $35.6M | $4.6M |
| 3 | CALAMOS INVESTMENTS LLC CALAMOS PROFIT SHARING 401(K) PLAN | NAPERVILLE IL | 415 | $200.0M | $2.9M |
| 4 |
| BUILDERS, INC. BUILDERS, INC. PROFIT SHARING PLAN |
WICHITA KS |
| 217 |
| $14.9M |
| $413K |
| 5 | SUN MECHANICAL CONTRACTING, INC. SUN MECHANICAL CONTRACTING, INC. 401(K) RETIREMENT PLAN | TUCSON AZ | 409 | $9.8M | $366K |
| 6 | Y&D CORP DBA DORSCH FORD LINCOLN KIA DORSCH FORD 401(K) PROFIT SHARING PLAN | GREEN BAY WI | 215 | $10.0M | $359K |
| 7 | FARMERS COOP ASSN AND VISION AG, LLC UBG 401(K) - FCA/VISION AG | KEOTA IA | 139 | $5.3M | $324K |
| 8 | FARMERS COOP ASSN AND VISION AG, LLC UBG 401(K) - FCA/VISION AG | KEOTA IA | 139 | $5.3M | $324K |
| 9 | UNIVERSAL PRINTING COMPANY LLC UNIVERSAL PRINTING COMPANY LLC 401(K) PLAN | DUNMORE PA | 165 | $9.3M | $297K |
| 10 | ALLESCO INDUSTRIES, INC. ALLESCO INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CRANSTON RI | 120 | $6.1M | $238K |
