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 | HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN | BUFFALO NY | 348 | $152.0M | $9.6M |
| 2 | TOMPKINS FINANCIAL CORPORATION TOMPKINS FINANCIAL CORPORATION RETIREMENT PLAN | ITHACA NY | 203 | $88.3M | $5.5M |
| 3 | ERDMAN COMPANY ERDMAN COMPANY EMPLOYEES PROFIT SHARING/401(K) PLAN | MADISON WI | 53 | $22.7M | $2.8M |
| 4 |
| CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES - CAREY |
AUBURN HILLS MI |
| 68 |
| $28.5M |
| $2.3M |
| 5 | CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES -N. BALTIMORE | AUBURN HILLS MI | 15 | $17.2M | $1.4M |
| 6 | IBEW LOCAL UNION 306 IBEW LOCAL UNION 306 SUPPLEMENTAL HEALTH BENEFIT F | CANFIELD OH | 2,508 | $10.3M | $322K |
| 7 | IBEW LOCAL 712 UNDEREMPLOYMENT SUBSISTENCE TR FUND IBEW LOCAL 712 UNDEREMPLOYMENT SUBSISTENCE TRUST FUND | PITTSBURGH PA | 622 | $5.3M | $202K |
| 8 | AVOX SYSTEMS INC. AVOX SYSTEMS UNION PENSION PLAN | LANCASTER NY | 0 | $259K | $154K |
| 9 | TMS INTERNATIONAL, LLC RETIREMENT PLAN FOR SALARIED EMPLOYEES OF INTERNATIONAL MILL SERVICE, INC. | HORSHAM PA | 10 | $5.2M | $133K |
| 10 | JOHNSON STORAGE & MOVING COMPANY HOLDING LLC JOHNSON STORAGE & MOVING 401(K) PLAN | CENTENNIAL CO | 236 | $2.6M | $71K |
