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 | BOARD OF TRUSTEES NYSA-ILA MONEY PURCHASE PENSION FUND AND PLAN | JERSEY CITY NJ | 4,643 | $936.2M | $9.2M |
| 2 | MATTAMY HOMES CORPORATION MATTAMY HOMES CORPORATION RETIREMENT PLAN | ORLANDO FL | 804 | $56.5M | $1.4M |
| 3 | APPLIED PROCESS, INC. AALBERTS SURFACE TECHNOLOGIES 401(K) PLAN | LIVONIA MI | 373 | $32.9M | $645K |
| 4 |
| STRATEGIC FUNDING SOURCE INC. DBA KAPITUS STRATEGIC FUNDING SOURCE INC 401K PROFIT SHARING PLAN AND TRUST |
NEW YORK NY |
| 319 |
| $16.4M |
| $296K |
| 5 | AEGIS SCIENCES CORPORATION AEGIS SCIENCES CORPORATION 401(K) PLAN | NASHVILLE TN | 774 | $47.7M | $236K |
| 6 | PORTILLO'S HOT DOGS, LLC PORTILLO'S HOT DOGS, LLC 401(K) PLAN | OAK BROOK IL | 9,636 | $27.5M | $110K |
| 7 | FERNBROOK FAMILY CENTER FERNBROOK FAMILY CENTER 401(K) SAVINGS PLAN | OWATONNA MN | 89 | $3.6M | $3K |
| 8 | OSTHOFF MANAGEMENT COMPANY THE OSTHOFF RESORT SAVINGS PLAN | ELKHART LAKE WI | 269 | $4.3M | $2K |
