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 | BEACON CREDIT UNION BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | WABASH IN | 171 | $35.5M | $2.5M |
| 2 | INTERAUDI BANK INTERAUDI BANK 401(K) SAVINGS/ RETIREMENT PLAN | NEW YORK NY | 144 | $29.2M | $776K |
| 3 | PKL SERVICES, INC. PKL SERVICES, INC. CFT 401(K) PLAN | POWAY CA | 370 | $16.4M | $468K |
| 4 |
| HELGESEN INDUSTRIES, LLC HELGESEN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN |
HARTFORD WI |
| 246 |
| $22.1M |
| $444K |
| 5 | VETERINARY EMERGENCY GROUP, LLC VETERINARY EMERGENCY GROUP 401(K) PLAN | WHITE PLAINS NY | 5,269 | $96.6M | $421K |
| 6 | PKL SERVICES, INC. PKL SERVICES, INC. 401(K) PLAN | POWAY CA | 59 | $7.5M | $219K |
| 7 | CFG BANK CFG BANK 401(K) PROFIT SHARING PLAN AND TRUST | BALTIMORE MD | 299 | $29.4M | $66K |
| 8 | SA SUPPORT SERVICES, INC. SA SUPPORT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 525 | $12.5M | $10K |
| 9 | BEACON CREDIT UNION BEACON CREDIT UNION 401(K) PLAN AND TRUST | WABASH IN | 271 | $16.0M | $5K |
