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 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $3.3M |
| 2 | REPUTATION INSTITUTE, INC. REPUTATION INSTITUTE 401(K) PLAN | BOSTON MA | 55 | $10.0M | $228K |
| 3 | NOVACOAST, INC. NOVACOAST, INC. 401(K) PLAN | OREM UT | 289 | $24.9M | $125K |
| 4 |
| SPEED WRENCH, INC. SPEED WRENCH, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
HUDSONVILLE MI |
| 157 |
| $16.2M |
| $16K |
