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 | GRAY & SON, INC. GRAY & SON, INC. 401(K) PROFIT SHARING PLAN | TIMONIUM MD | 303 | $63.0M | $8.4M |
| 2 | ARTIS SENIOR LIVING, LLC ARTIS SENIOR LIVING RETIREMENT SAVINGS AND INVESTMENT PLAN | MCLEAN VA | 929 | $30.2M | $3.4M |
| 3 | SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY 401(K) SAVINGS PLAN | BRYAN OH | 523 | $35.7M | $3.2M |
| 4 |
| SHERRILL HOUSE, INC SHERRILL HOUSE, INC. 403(B) RETIREMENT PLAN |
BOSTON MA |
| 216 |
| $12.6M |
| $556K |
| 5 | CENTENNIAL BANK, INC. CENTENNIAL BANK, INC. PROFIT SHARING PLAN | TREZEVANT TN | 155 | $11.7M | $495K |