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 | TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC. TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC. OCCUPATIONAL INJURY BENEFITS PLAN | RICHARDSON TX | 18,270 | $7.0M | $5.4M |
| 2 | MORRISON-MAIERLE, INC. MORRISON-MAIERLE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HELENA MT | 311 | $77.1M | $4.4M |
| 3 | EDMINISTER, HINSHAW, RUSS, & ASSOCAITES, INC. EDMINISTER, HINSHAW, RUSS, & ASSOCAITES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | HOUSTON |
| 193 |
| $17.3M |
| $2.9M |
| 4 | ANSAY & ASSOCIATES, LLC ANSAY & ASSOCIATES, LLC 401(K) PLAN | PORT WASHINGTON WI | 248 | $30.1M | $2.4M |
| 5 | NOVASPECT HOLDINGS, INC. NOVASPECT HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SCHAUMBURG IL | 460 | $66.7M | $2.2M |
| 6 | BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUND HAWAII MASONS AND PLASTERERS ANNUITY PLAN | HONOLULU HI | 1,088 | $126.9M | $2.2M |
| 7 | PALMER-DONAVIN HOLDINGS, INC. PALMER-DONAVIN EMPLOYEE STOCK OWNERSHIP PLAN | GROVE CITY OH | 575 | $114.6M | $1.4M |
| 8 | BAYHEALTH MEDICAL CENTER, INC. BAYHEALTH MEDICAL CENTER INC SHORT TERM DISABILITY | DOVER DE | 2,950 | $1.4M | $1.4M |
| 9 | TRUSTEES OF IBEW 292 HEALTH CARE PLAN IBEW 292 HEALTH CARE PLAN | BROOKLYN PARK MN | 3,561 | $215.8M | $1.1M |
| 10 | SABRE PLUMBING HEATING & AIR CONDITIONING INC. DEER LAKE PARTNERS HOLDINGS 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 246 | $9.2M | $1.0M |
