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 | CUMMINGS & LOCKWOOD LLC CUMMINGS & LOCKWOOD EMPLOYEES 401(K) SAVINGS PLAN | STAMFORD CT | 195 | $107.2M | $12.6M |
| 2 | SHOCKEY COMPANIES 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES | WINCHESTER VA | 115 | $41.8M | $1.3M |
| 3 | CROWN AUTO DEALERSHIPS, INC. CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN | ST. PETESBURG FL | 1,273 | $56.0M | $16K |
| 4 | LEWIS TREE SERVICE, INC. NORTH COAST HOLDINGS SAVE MONEY AND REDUCE TAXES (SMART) PLAN | WEST HENRIETTA NY | 3,119 | $69.9M | $15K |
