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 | CROSS SOUND FERRY & COMPANIES CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN | NEW LONDON CT | 278 | $40.3M | $9.0M |
| 2 | H & P TECHNOLOGIES, INC. H & P TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | WARREN MI | 169 | $21.4M | $2.5M |
| 3 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN | CHICAGO IL | 168 | $26.7M | $1.1M |
| 4 |
| MORGAN FUEL & HEATING COMPANY, INC. MORGAN FUEL & HEATING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TR |
WAPPINGER FALLS NY |
| 254 |
| $14.1M |
| $838K |
| 5 | FLORIDA COLLEGE, INC. FLORIDA COLLEGE, INC. RETIREMENT PLAN & TRUST | TEMPLE TERRACE FL | 199 | $8.9M | $580K |
