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 | IVAN WARE & SON INC. IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 173 | $32.4M | $7.0M |
| 2 | COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN | ATLANTA GA | 282 | $64.7M | $5.6M |
| 3 | SCOTT IMPORTS, INC. MARTIN DEALERSHIPS, INC. 401(K) SAVINGS PLAN | ARDMORE PA | 300 | $14.9M | $1.6M |
| 4 |
| WEGNER CPAS, LLP WEGNER CPAS, LLP SALARY SAVINGS PLAN |
MADISON WI |
| 174 |
| $32.2M |
| $929K |
| 5 | LAMB WESTON/RDO FROZEN LAMB WESTON/RDO FROZEN 401(K) PLAN | PARK RAPIDS MN | 292 | $5.6M | $857K |
