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 | SYMMES MAINI & MCKEE ASSOC. INC. SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN | CAMBRIDGE MA | 209 | $63.2M | $3.4M |
| 2 | W&P MANAGEMENT, LLC W&P MANAGEMENT PROFIT SHARING AND 401(K) PLAN | UTICA MI | 486 | $29.0M | $1.8M |
| 3 | CON AM MANAGEMENT CORPORATION CON AM 401K RETIREMENT PLAN | SAN DIEGO CA | 1,602 | $37.6M | $1.2M |
| 4 |
| VILLAGE ASSOCIATES INC. VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST |
PULASKI WI |
| 321 |
| $29.9M |
| $662K |
| 5 | NSD NEWCO, INC NATION SAFE DRIVERS EMPLOYEE STOCK OWNERSHIP PLAN | BOCA RATON FL | 271 | $72.7M | $592K |
| 6 | JEFFERSON INDUSTRIES CORP. JEFFERSON INDUSTRIES CORP. RETIREMENT PLAN | WEST JEFFERSON OH | 630 | $42.5M | $544K |
| 7 | RISEPOINT, LLC RISEPOINT, LLC RETIREMENT SAVINGS PLAN | CLAYMONT DE | 1,563 | $94.6M | $455K |
| 8 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $421K |
| 9 | OWEN ELECTRIC COOPERATIVE, INC. OWEN ELECTRIC COOPERATIVE EMPLOYEE SAVINGS AND PROTECTION PLAN | OWENTON KY | 122 | $36.3M | $353K |
| 10 | FRONT PORCH COMMUNITIES AND SERVICES FRONT PORCH RETIREMENT PLAN | GLENDALE CA | 2,900 | $127.4M | $268K |
