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 | TAYLOR-LISTUG, INC. DBA TAYLOR GUITARS TAYLOR GUITARS SAVING AND RETIREMENT PLAN | EL CAJON CA | 413 | $59.8M | $4.3M |
| 2 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | CHICAGO IL | 252 | $141.5M | $3.1M |
| 3 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | CHICAGO IL | 238 | $166.9M | $3.0M |
| 4 |
| AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN |
WEST DES MOINES IA |
| 840 |
| $152.8M |
| $2.0M |
| 5 | DTSV, INC. DTSV GROUP 401(K) PLAN | NEWPORT NEWS VA | 1,140 | $32.7M | $2.0M |
| 6 | ANGEL OAK COMPANIES LP ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 260 | $28.8M | $1.7M |
| 7 | ROYCE GEOSPATIAL CONSULTANTS INC. ROYCE GEOSPATIAL CONSULTANTS 401K | ARLINGTON VA | 173 | $12.9M | $1.3M |
| 8 | FLAT BRANCH MORTGAGE, INC. FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN | COLUMBIA MO | 615 | $75.3M | $1.3M |
| 9 | FOLEY INDUSTRIES, INC. FOLEY SAVINGS PLAN | WICHITA KS | 1,394 | $128.4M | $846K |
| 10 | THE CONSERVATION FUND THE CONSERVATION FUND RETIREMENT SAVINGS PLAN | ARLINGTON VA | 196 | $66.0M | $653K |
