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 | TRANSOURCE, INC. TRANSOURCE, INC. 401(K) INVESTMENT PLAN | COLFAX NC | 361 | $15.2M | $2.5M |
| 2 | SARGENT ELECTRIC COMPANY SARGENT ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 155 | $12.2M | $666K |
| 3 | ALLISON-SMITH COMPANY, LLC ALLISON-SMITH COMPANY, LLC PS/401(K) PLAN | SMYRNA GA | 125 | $21.4M | $621K |
| 4 |
| ALCO MANAGEMENT, INC. ALCO MANAGEMENT, INC. 401(K) PLAN |
MEMPHIS TN |
| 229 |
| $10.5M |
| $474K |
