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 | ROYAL CREDIT UNION ROYAL CREDIT UNION 401(K) PLAN | EAU CLAIRE WI | 835 | $101.3M | $13.2M |
| 2 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $3.8M |
| 3 | HUBER & ASSOCIATES, INC. HUBER & ASSOCIATES, INC. 401(K) PLAN | JEFFERSON CITY MO | 108 | $23.8M | $2.2M |
| 4 |
| WILLAMETTE UNIVERSITY WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
SALEM OR |
| 872 |
| $211.9M |
| $1.5M |
| 5 | WEHAH FARM, INC. DBA LUNDBERG FAMILY FARMS WEHAH FARM, INC. 401(K) PROFIT SHARING PLAN | RICHVALE CA | 383 | $27.2M | $1.1M |
| 6 | MITY-LITE, INC. MITYLITE, INC. 401(K) PROFIT SHARING PLAN | OREM UT | 366 | $9.5M | $497K |
| 7 | COLOR-ART PALETTE, INC. COLOR-ART PALETTE, INC. EMPLOYEES PROFIT SHARING PLAN | ST. LOUIS MO | 192 | $26.3M | $296K |
| 8 | PATHWAYS HOME HEALTH AND HOSPICE PATHWAYS HOME HEALTH AND HOSPICE 403(B) PLAN | SUNNYVALE CA | 151 | $22.7M | $295K |
| 9 | SECURTIY NATIONAL FINANCIAL CORPORATION SNFC MORTGAGE COMPANY 401(K) PLAN | MURRAY UT | 557 | $33.4M | $258K |
| 10 | PACIFIC STEEL GROUP PACIFIC STEEL GROUP 401(K) PLAN | SAN DIEGO CA | 348 | $31.1M | $243K |
