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 | HOLT AND BUGBEE COMPANY HOLT AND BUGBEE COMPANY RETIREMENT SAVINGS PLAN | TEWKSBURY MA | 168 | $15.3M | $2.3M |
| 2 | THE ANIMAL MEDICAL CENTER ANIMAL MEDICAL CENTER 403(B) TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 614 | $41.0M | $459K |
| 3 | KAI USA LTD KAI USA, LTD. 401(K) PLAN | TUALATIN OR | 277 | $24.0M | $267K |
