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 | AGSTATE UBG 401(K) - AGSTATE SH MATCH | ALBERT CITY IA | 274 | $31.0M | $2.3M |
| 2 | MERIT BRASS CO. MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST | CLEVELAND OH | 207 | $20.5M | $1.6M |
| 3 | MID-KANSAS COOPERATIVE ASSOCIATION UBG 401(K) - MKC | MOUNDRIDGE KS | 460 | $16.0M | $776K |
| 4 |
SALT LAKE CITY UT |
| 513 |
| $24.8M |
| $506K |
| 5 | LAND VIEW, INC. LAND VIEW, INC. 401(K) PROFIT SHARING PLAN | RUPERT ID | 259 | $21.8M | $304K |
| 6 | AGSTATE UBG 401(K) - AGSTATE | ALBERT CITY IA | 200 | $14.0M | $301K |
| 7 | KEY COOPERATIVE UBG 401(K) - KEY COOP | ROLAND IA | 247 | $30.5M | $40K |
| 8 | ENGLEWOOD MARKETING GROUP, INC. ENGLEWOOD MARKETING GROUP 401(K) PLAN | GREEN BAY WI | 185 | $12.5M | $12K |
| 9 | VERNON MEMORIAL HEALTHCARE, INC. VERNON MEMORIAL HEALTHCARE EMPLOYEES PENSION & SAVINGS PLAN | VIROQUA WI | 476 | $58.3M | $8K |
