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 | SCOTT-MCRAE AUTOMOTIVE GROUP, LLLP SCOTT-MCRAE AUTOMOTIVE GROUP, LLLP 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 622 | $41.3M | $4.0M |
| 2 | NIKON METROLOGY, INC. NIKON METROLOGY, INC. SAVINGS AND INVESTMENT PLAN | BRIGHTON MI | 176 | $39.8M | $3.6M |
| 3 | DOERFER CORPORATION DOERFER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WAVERLY IA | 341 | $40.0M |
| $3.2M |
| 4 | FORWARD FINANCING LLC FORWARD FINANCING LLC RETIREMENT PLAN | BOSTON MA | 202 | $18.3M | $1.4M |
| 5 | NEW CASTLE STAINLESS PLATE, LLC NEW CASTLE STAINLESS PLATE, LLC. WAGE RETIREMENT INCOME PLAN FOR MEMBERS OF UAW LOCAL 729 | NEW CASTLE IN | 37 | $14.5M | $975K |