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 | LJB INC. LJB INC. EMPLOYEE RETIREMENT PLAN | MIAMISBURG OH | 295 | $47.9M | $2.0M |
| 2 | DR. MARTENS DR. MARTENS 401(K) RETIREMENT PLAN | PORTLAND OR | 1,029 | $23.7M | $352K |
| 3 | LATCHA & ASSOCIATES, L.L.C. LATCHA & ASSOCIATES 401(K) RETIREMENT PLAN | FARMINGTON HILLS MI | 154 | $16.2M | $167K |
| 4 |
| ROD N REEL, INC. ROD N REEL INC. 401(K) PROFIT SHARING PLAN |
CHESAPEAKE BEACH MD |
| 116 |
| $5.8M |
| $78K |
| 5 | THE CSI COMPANIES, INC. THE CSI COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | JACKSONVILLE FL | 1,959 | $24.6M | $39K |
| 6 | ORION FEDERAL CREDIT UNION ORION FEDERAL CREDIT UNION 401(K) PLAN | MEMPHIS TN | 173 | $13.0M | $24K |