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 | HIGH POINT UNIVERSITY HIGH POINT UNIVERSITY RETIREMENT PLAN | HIGH POINT NC | 1,082 | $155.6M | $6.4M |
| 2 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES JURGENSEN COMPANIES SALARIED RETIREMENT PLAN | CINCINNATI OH | 185 | $67.6M | $3.3M |
| 3 | DOERFER CORPORATION DOERFER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WAVERLY IA | 341 | $40.0M | $1.8M |
| 4 |
| ISCO INDUSTRIES, INC. ISCO INDUSTRIES INC. RETIREMENT SAVINGS PLAN |
LOUISVILLE KY |
| 744 |
| $90.6M |
| $1.7M |
| 5 | EFPR GROUP LLP EFPR GROUP LLP 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 146 | $33.7M | $915K |
| 6 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES PHR 401(K) PLAN FOR HOURLY EMPLOYEES | CINCINNATI OH | 283 | $18.1M | $895K |
| 7 | AURORA UNIVERSITY AURORA UNIVERSITY RETIREMENT PLAN | AURORA IL | 426 | $117.9M | $851K |
| 8 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $547K |
| 9 | LOCKHEED MARTIN GLOBAL, INC. LOCKHEED MARTIN SAVINGS PLAN FOR EMPLOYEES IN PUERTO RICO | BETHESDA MD | 492 | $12.0M | $478K |
| 10 | CATALIS HOLDCO, INC. CATALIS HOLDCO, INC. 401(K) PLAN | ALPHARETTA GA | 790 | $50.9M | $410K |
