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 | OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE CA | 120 | $25.3M | $3.8M |
| 2 | UBEO, LLC UBEO 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 1,253 | $79.1M | $3.5M |
| 3 | SCHOELLER BLECKMANN AMERICA, INC. SBA 401(K) PLAN | HOUSTON TX | 629 | $40.4M | $1.7M |
| 4 |
ROCKWALL TX |
| 1,025 |
| $12.1M |
| $1.0M |
| 5 | NATIONAL ELECTRICAL CONTRACTORS ASSN. NATIONAL ELECTRICAL CONTRACTORS ASSN. 401(K) PLAN | WASHINGTON DC | 95 | $23.0M | $520K |
| 6 | CLARITY MEDIA GROUP, INC. CLARITY MEDIA GROUP 401(K) PLAN | DENVER CO | 277 | $19.1M | $513K |
| 7 | THE ELLIS NURSING HOME, INC. THE ELLIS NURSING HOME, INC. 401(K) PLAN | NORWOOD MA | 380 | $3.2M | $211K |
| 8 | TRADERS GENERAL AGENCY, INC. TRADERS GENERAL AGENCY, INC. 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 154 | $6.0M | $1K |
