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 | SMC CORPORATION OF AMERICA SMC CORPORATION RETIREMENT SAVINGS PLAN | NOBLESVILLE IN | 1,312 | $189.4M | $784K |
| 2 | CARLSON CAPITAL, L.P. CARLSON CAPITAL, L.P. 401(K) PLAN | DALLAS TX | 29 | $33.1M | $679K |
| 3 | INFINITY SYSTEMS ENGINEERING INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN | COLORADO SPRINGS CO | 288 | $70.0M | $548K |
| 4 |
| COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN |
WHITESTONE NY |
| 286 |
| $61.2M |
| $242K |
| 5 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WAYNE PA | 202 | $50.3M | $186K |
| 6 | BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU HI | 284 | $59.5M | $154K |
| 7 | MARTIN BAUER, INC. MARTIN BAUER, INC. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 153 | $14.1M | $136K |
| 8 | AJAX PAVING INDUSTRIES, INC. AJAX PAVING INDUSTRIES, INC. 401(K) PLAN | TROY MI | 122 | $48.0M | $131K |
| 9 | ENTERTAINMENT BENEFITS GROUP ENTERTAINMENT BENEFITS GROUP 401(K) PROFIT SHARING PLAN | AVENTURA FL | 312 | $20.0M | $125K |
| 10 | CHANNEL FISH PROCESSING CO INC CHANNEL FISH PROCESSING CO. 401(K) PLAN | BRAINTREE MA | 185 | $5.4M | $116K |
