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 | RB GLOBAL HOLDINGS, INC. RB GLOBAL RETIREMENT PLAN | WESTCHESTER IL | 5,465 | $324.5M | $3.6M |
| 2 | THE BANK OF GREENE COUNTY THE BANK OF GREENE COUNTY EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | CATSKILL NY | 198 | $25.3M | $715K |
| 3 | AVANIA, LLC AVANIA 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 138 | $19.5M | $216K |
| 4 |
| DGPERRY, PLLC DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST |
CANFIELD IN |
| 129 |
| $13.1M |
| $170K |
| 5 | MISSISSIPPI ORGAN RECOVERY AGENCY INC. MORA RETIREMENT PLAN | FLOWOOD MS | 123 | $11.5M | $131K |
| 6 | FIRST QUALITY MAINTENANCE II, LLC FIRST QUALITY MAINTENANCE II, LLC 401(K) | NEW YORK NY | 293 | $12.7M | $85K |
