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 | CITIZENS AND FARMERS BANK SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK | WEST POINT VA | 410 | $60.5M | $3.8M |
| 2 | BANK OF CLARKE SBA DEFINED CONTRIBUTION PLAN FOR BANK OF CLARKE | BERRYVILLE VA | 229 | $33.4M | $1.8M |
| 3 | NATIONAL BANKSHARES INC. RETIREMENT ACCUMULATION PLAN NATIONAL BANKSHARES, INC. RETIREMENT ACCUMULATION PLAN | BLACKSBURG VA | 206 | $18.2M |
| $1.6M |
| 4 | PRIMIS BANK SBA DEFINED CONTRIBUTION PLAN FOR PRIMIS BANK | GLEN ALLEN VA | 593 | $44.4M | $1.5M |
| 5 | TRUPOINT BANK SBA DEFINED CONTRIBUTION PLAN FOR TRUPOINT BANK | GRUNDY VA | 121 | $11.4M | $1.5M |
| 6 | FIRST NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR FIRST NATIONAL BANK | ALTAVISTA VA | 180 | $12.5M | $1.3M |
| 7 | SKYLINE NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR SKYLINE NATIONAL BANK | INDEPENDENCE VA | 237 | $10.6M | $491K |
| 8 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $421K |
| 9 | BANK OF BOTETOURT SBA DEFINED CONTRIBUTION PLAN FOR BANK OF BOTETOURT | BUCHANAN VA | 129 | $10.9M | $284K |
| 10 | CAPITAL CENTER, LLC SBA DEFINED CONTRIBUTION PLAN FOR CAPITAL CENTER, | GLEN ALLEN VA | 85 | $9.1M | $22K |
