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 | KARGO GLOBAL LLC KARGO GLOBAL LLC RETIREMENT SAVINGS PLAN | NEW YORK NY | 382 | $29.4M | $2.3M |
| 2 | LYONS & COMPANY, INC. LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN | GADSDEN AL | 2,794 | $79.9M | $1.8M |
| 3 | LIST INDUSTRIES, INC. LIST INDUSTRIES, INC. 401(K) RETIREMENT PLAN | DEERFIELD BEACH FL | 459 | $18.1M | $850K |
| 4 |
| CHARTER HR, INC. CHARTER HR RETIREMENT SAVINGS PLAN |
ALEXANDER CITY AL |
| 433 |
| $6.1M |
| $679K |
| 5 | YOUR PEOPLE PROFESSIONALS, INC. DBA YOUR PEOPLE PROFESSIONALS YOUR PEOPLE PROFESSIONALS MULTIPLE EMPLOYER PLAN | SANTA MARIA CA | 254 | $10.9M | $397K |
| 6 | SIMPLOY, INC. SIMPLOY, INC. 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 719 | $11.8M | $210K |
| 7 | PRINCE METAL STAMPING USA INC. PRINCE METAL STAMPING USA INC. RETIREMENT SAVINGS PLAN | GADSDEN AL | 271 | $2.4M | $13K |
