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 | $1.0M |
| 2 | KOONTZ BRYANT JOHNSON WILLIAMS, INC. KOONTZ BRYANT JOHNSON WILLIAMS 401(K) PLAN | RICHMOND VA | 126 | $7.4M | $51K |
