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 | PROCESS DISTRIBUTION GROUP PDG EMPLOYEE STOCK OWNERSHIP PLAN | SAN JOSE CA | 109 | $41.5M | $39.9M |
| 2 | PSOMAS PSOMAS EMPLOYEE STOCK OWNERSHIP PLAN | LOS ANGELES CA | 901 | $85.4M | $1.2M |
| 3 | PT FINANCIAL HOLDINGS, INC. MISSION DRIVEN EMPLOYEE STOCK OWNERSHIP PLAN | CHICAGO IL | 350 | $126.0M | $38K |
| 4 |
| FCL HOLDINGS, INC. FCL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
ITASCA IL |
| 253 |
| $59.4M |
| $3K |
| 5 | AGENCY FOR COMMUNITY TRANSIT AGENCY FOR COMMUNITY TRANSIT 403B RETIREMENT PLAN | PONTOON BEACH IL | 129 | $18.4M | $2K |
