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 | CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE NY | 477 | $156.9M | $5.9M |
| 2 | HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN | BUFFALO NY | 348 | $152.0M | $4.6M |
| 3 | ERDMAN COMPANY ERDMAN COMPANY EMPLOYEES PROFIT SHARING/401(K) PLAN | MADISON WI | 53 | $22.7M | $1.8M |
| 4 |
| JRMB II, INC. JRMB II PENSION PLAN |
LAWTON OK |
| 164 |
| $30.2M |
| $1.5M |
| 5 | NORANDA FINANCE HOLDINGS LLC NORANDA FINANCE HOLDINGS, INC. US EMPLOYEES RETIREMENT PLAN | NEW YORK NY | 26 | $26.6M | $767K |
| 6 | BARASCH & MCGARRY, PC DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 206 | $19.3M | $697K |
| 7 | LIBERTY STEEL PRODUCTS, INC. LIBERTY STEEL PRODUCTS, INC. DEFINED BENEFIT PLAN | NORTH JACKSON OH | 78 | $6.4M | $498K |
| 8 | AVOX SYSTEMS INC. AVOX SYSTEMS UNION PENSION PLAN | LANCASTER NY | 0 | $259K | $242K |
| 9 | WORCESTER ENVELOPE COMPANY WORCESTER ENVELOPE COMPANY EMPLOYEES' PENSION PLAN | AUBURN MA | 28 | $6.7M | $241K |
| 10 | CREDIT UNION CONSORTIUM CREDIT UNION CONSORTIUM HEALTH AND WELFARE PLAN | INDIANAPOLIS IN | 3,666 | $32.3M | $181K |
