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 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN | CHICAGO IL | 168 | $26.7M | $835K |
| 2 | BENCHMARK FINANCIAL GROUP, INC. BENCHMARK GROUP 401(K) PLAN | AMHERST NY | 147 | $22.8M | $740K |
| 3 | EDUKIDS, INC. BRIGHTPATH 401(K) PLAN | BUFFALO NY | 2,614 | $14.1M | $571K |
| 4 |
LITITZ PA |
| 145 |
| $12.2M |
| $492K |
| 5 | TRIDENT CONSTRUCTION RESOURCE MANAGEMENT, LLC TRIDENT CONSTRUCTION RESOURCE MANAGEMENT PROFIT SHARING PLAN | CHARLESTON SC | 114 | $14.9M | $451K |
| 6 | ROBERT WALTERS ASSOCIATES, INC. ROBERT WALTERS ASSOCIATES INC. 401(K) PLAN | NEW YORK NY | 113 | $8.6M | $304K |
| 7 | CLOVER FARMS DAIRY LLC CLOVER FARMS DAIRY COMPANY UNION EMPLOYEES 4O1(K) PLAN | READING PA | 220 | $7.0M | $243K |
| 8 | AFTER HOURS PEDIATRICS, PC AFTER HOURS PEDIATRICS 401(K) PLAN | ALBUQUERQUE NM | 112 | $9.9M | $206K |
| 9 | SCHNELLECKE LOGISTICS USA, LLC SCHNELLECKE LOGISTICS USA, LLC 401(K) PLAN | CHATTANOOGA TN | 1,932 | $7.5M | $143K |
| 10 | TRADE FINANCE INTERNATIONAL, INC. TUFTCO CORPORATION 401(K) PLAN | CHATTANOOGA TN | 191 | $5.9M | $116K |
