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 | CLARKSTON-POTOMAC GROUP, INC. CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | DURHAM NC | 334 | $107.6M | $10.7M |
| 2 | THE ALEUT CORPORATION THE ALEUT CORPORATION 401(K) RETIREMENT PLAN | ANCHORAGE AK | 1,065 | $55.5M | $4.4M |
| 3 | SOUTHERN FIRST BANK SOUTHERN FIRST BANK 401(K) PLAN | GREENVILLE SC | 298 | $31.1M | $3.1M |
| 4 |
| THE HIEBING GROUP INC THE HIEBING GROUP, INC. RETIREMENT SAVINGS AND PROFIT SHARING TRUST |
MADISON WI |
| 137 |
| $35.1M |
| $2.0M |
| 5 | SPECIALTY CONSTRUCTION, INC. SPECIALTY CONSTRUCTION, INC. RETIREMENT PLAN | SAN LUIS OBISPO CA | 117 | $25.5M | $1.9M |
| 6 | PATTISON SIGN GROUP, INC. PATTISON SIGN RETIREMENT & VESTING PLAN | KNOXVILLE TN | 451 | $13.2M | $1.2M |
| 7 | ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN | MUSKEGON MI | 204 | $35.3M | $1.2M |
| 8 | TRUST POINT INC TRUST POINT INC 401(K) PROFIT SHARING PLAN | LA CROSSE WI | 97 | $44.9M | $524K |
| 9 | MORGAN FOODS, INC. MORGAN FOODS RETIREE MEDICAL 401(K) SAVINGS PLAN | AUSTIN IN | 576 | $12.1M | $420K |
| 10 | THE ALLEN COMPANY, INC. THE ALLEN COMPANY, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | LEXINGTON KY | 331 | $18.2M | $324K |
