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 | FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY UT | 230 | $66.5M | $2.0M |
| 2 | WAYNE MEMORIAL HOSPITAL, INC. WAYNE UNC 403(B) PLAN | GOLDSBORO NC | 1,733 | $84.9M | $1.6M |
| 3 | WAYNE MEMORIAL HOSPITAL, INC. WAYNE UNC 401(A) PLAN | GOLDSBORO NC | 1,586 | $47.4M | $1.5M |
| 4 |
| NATIONS RELIABEL LENDING, LLC NATIONAL RELIABLE LENDING LLC 401(K) PROFIT SHARING PLAN AND TRUST |
HOUSTON TX |
| 524 |
| $10.2M |
| $576K |
| 5 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $335K |
