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 | RMB CAPITAL MANAGEMENT, LLC RMB CAPITAL MANAGEMENT, LLC SAVINGS PLAN | CHICAGO IL | 180 | $40.2M | $4.4M |
| 2 | WISCONSIN VISION ASSOCIATES, INC. WISCONSIN VISION ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BURLINGTON WI | 344 | $28.1M | $1.8M |
| 3 | SANY AMERICA, INC. SANY AMERICA, INC. 401(K) PLAN | PEACHTREE CITY GA | 237 | $17.1M | $1.1M |
| 4 |
| INFORMATION SYSTEMS AUDIT AND CONTROL INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) 401(K) RETIREMENT |
SCHAUMBURG IL |
| 276 |
| $42.9M |
| $924K |
| 5 | PIPE FITTERS LOCAL #211 WELFARE TRUST FUND PIPE FITTERS LOCAL UNION 211 WELFARE TRUST FUND | HOUSTON TX | 2,255 | $56.6M | $817K |
| 6 | DRUMMOND PRESS INC DRUMMOND PRESS INC 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE FL | 200 | $10.0M | $544K |
| 7 | TEAM SELECT HOLDING, LLC TEAM SELECT HOLDING, LLC 401(K) RETIREMENT PLAN | PHOENIX AZ | 11,293 | $18.9M | $470K |
| 8 | PIONEER PRODUCTS, INC. PIONEER PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | RACINE WI | 115 | $8.8M | $405K |
| 9 | HOLT LUNSFORD COMMERICAL, INC. HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN | DALLAS TX | 177 | $9.4M | $395K |
| 10 | ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH) CFRA RESEARCH RETIREMENT PLAN | CHARLOTTESVILLE VA | 130 | $18.0M | $301K |
