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 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $6.3M |
| 2 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $5.1M |
| 3 | THE MONTEREY BAY AQUARIUM FOUNDATION THE MONTEREY BAY AQUARIUM RETIREMENT PLAN | MONTEREY CA | 582 | $104.6M | $4.0M |
| 4 |
| THE HAARTZ CORPORATION THE HAARTZ CORPORATION 401(K) AND PROFIT SHARING PLAN |
ACTON MA |
| 454 |
| $120.2M |
| $3.2M |
| 5 | TROY BELTING AND SUPPLY COMPANY TROY BELTING AND SUPPLY COMPANY 401(K) AND PROFIT SHARING PLAN | WATERVLIET NY | 108 | $19.3M | $845K |
| 6 | JAFRA COSMETICS INTERNATIONAL, INC. JAFRA COSMETICS INTERNATIONAL 401(K) SAVINGS PLAN | THOUSAND OAKS CA | 92 | $29.0M | $717K |
| 7 | MODUSPEC LLC MODUSPEC LLC 401(K) PLAN | HOUSTON TX | 87 | $27.4M | $518K |
| 8 | RIVERSIDE ASSESSMENTS, LLC RIVERSIDE RETIREMENT SAVINGS PLAN | ITASCA IL | 359 | $30.5M | $447K |
