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 | PERSONAL TOUCH HOLDING CORP. PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN | LAKE SUCCESS NY | 961 | $21.9M | $21.5M |
| 2 | ALLIANCE FOR ENERGY INNOVATION, LLC NATIONAL LABORATORY OF THE ROCKIES SHARED SECURITY PENSION PLAN | GOLDEN CO | 3,197 | $435.5M | $1.7M |
| 3 | WAUSAU PAPER CORP. WAUSAU PAPER CORP NON-UNION RETIREE HEALTH CARE SAVINGS PLAN | PHILADELPHIA PA | 111 | $2.2M |
| $372K |
| 4 | SENSORS, INC. SENSORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SALINE MI | 78 | $7.2M | $188K |
| 5 | HYDRAULIC CONTROLS, INC. HYDRAULIC CONTROLS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CONCORD CA | 137 | $42.0M | $100K |
| 6 | SAXTON & STUMP, LLC SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN | LANCASTER PA | 155 | $21.5M | $99K |
| 7 | THE ALLOY ENGINEERING COMPANY THE ALLOY ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | BEREA OH | 173 | $11.0M | $96K |
| 8 | PALMER HOLLAND, INC. PALMER HOLLAND, INC. EMPLOYEE STOCK OWNERSHIP PLAN | WESTLAKE OH | 231 | $220.8M | $14K |
