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 | HEIDELBERG AMERICAS, INC. HEIDELBERG RETIREMENT SAVINGS PLAN | KENNESAW GA | 445 | $228.7M | $4.4M |
| 2 | SOUTHWEST DEALER SERVICES, INC. SOUTHWEST DEALER SERVICES 401(K) PLAN | IRVINE CA | 382 | $22.9M | $936K |
| 3 | THE DOLBEN COMPANY, INC. DOLBEN EMPLOYEE 401(K) PLAN | WOBURN MA | 435 | $31.3M | $711K |
| 4 |
| KELLER, SCHROEDER & ASSOCIATES, INC KELLER, SCHROEDER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
EVANSVILLE IN |
| 103 |
| $37.8M |
| $390K |
