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 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 252 | $31.1M | $2.8M |
| 2 | HEROUX CORP. HEROUX CORP. 401(K) RETIREMENT PLAN | STRONGSVILLE OH | 308 | $26.7M | $1.9M |
| 3 | NEW RESOURCES COMPANIES, INC. NEW RESOURCES COMPANIES 401(K) PLAN | MILWAUKEE WI | 135 | $12.0M | $610K |
| 4 |
| VALUE ADDED DISTRIBUTORS LLC VALUE ADDED DISTRIBUTORS, LLC 401(K) PROFIT SHARING PLAN |
GREEN LAKE WI |
| 208 |
| $6.9M |
| $110K |
| 5 | KING JUICE COMPANY, INC. KING JUICE 401(K) PLAN | MILWAUKEE WI | 110 | $1.5M | $50K |
