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 | $3.3M |
| 2 | ERDMAN COMPANY ERDMAN COMPANY EMPLOYEES PROFIT SHARING/401(K) PLAN | MADISON WI | 53 | $22.7M | $1.1M |
| 3 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS PROFIT SHARING PLAN | NEW HAVEN CT | 50 | $27.2M | $313K |
| 4 |
| THE WILLIAM K. WARREN FOUNDATION THE WARREN EMPLOYEES' RETIREMENT PLAN |
TULSA OK |
| 21 |
| $29.7M |
| $138K |
| 5 | CAPUTO'S NEW FARM PRODUCE - ADDISON, INC. CAPUTO'S NEW FARM PRODUCE, INC. 401(K) PLAN | CAROL STREAM IL | 958 | $10.5M | $15K |
