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 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $9.5M |
| 2 | WILLIAMS MULLEN CLARK & DOBBINS P.C. WILLIAMS MULLEN CLARK & DOBBINS 401(K) RETIREMENT PLAN | RICHMOND VA | 370 | $283.6M | $8.6M |
| 3 | EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION EGA MONEY PURCHASE PENSION PLAN | JERSEY CITY NJ | 351 | $118.7M | $3.1M |
| 4 | ROCKWOOD CAPITAL, LLC ROCKWOOD CAPITAL 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 80 | $61.1M | $2.5M |
| 5 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' RETIREMENT PLAN | HORSHAM PA | 555 | $84.5M | $2.1M |
| 6 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $1.6M |
| 7 | STRETTO STRETTO 401(K) RETIREMENT PLAN | IRVINE CA | 314 | $41.3M | $1.0M |
| 8 | CLICK N' CLOSE, INC. CLICK N' CLOSE, INC. 401(K) PLAN | ADDISON TX | 285 | $24.6M | $713K |
| 9 | FIRST FARMERS FINANCIAL CORP. FIRST FARMERS FINANCIAL CORP. 401K PROFIT SHARING PLAN | CONVERSE IN | 351 | $40.2M | $674K |
| 10 | GRAND PEAKS PROPERTY MANAGEMENT, INC. GRAND PEAKS PROPERTY MANAGEMENT, INC. RETIREMENT PLAN | DENVER CO | 274 | $12.9M | $506K |
