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 | CHEMED CORPORATION CHEMED/ROTO ROOTER SAVINGS & RETIREMENT PLAN | CINCINNATI OH | 3,782 | $371.1M | $12.4M |
| 2 | HARTE-HANKS, INC. HARTE HANKS INVESTMENT PLUS | CHELMSFORD MA | 819 | $149.0M | $12.0M |
| 3 | MCNAUGHTON MCKAY ELECTRIC COMPANY MCNAUGHTON MCKAY ELECTRIC CO. 401(K) & PROFIT SHARING PLAN | MADISON HEIGHTS MI | 1,604 | $165.5M | $5.5M |
| 4 |
| P. L. MARKETING INC. P. L. MARKETING INC. 401(K) SAVINGS PLAN |
NEWPORT KY |
| 2,239 |
| $49.7M |
| $1.5M |
