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 | TRIVIDIA HEALTH, INC. TRIVIDIA HEALTH, INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN | FT. LAUDERDALE FL | 403 | $59.4M | $4.2M |
| 2 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN | MILWAUKEE WI | 1,996 | $55.4M | $2.6M |
| 3 | ROTOR CLIP COMPANY, INC. ROTOR CLIP 401(K) RETIREMENT PLAN | SOMERSET NJ | 290 | $21.8M |
| $1.9M |
| 4 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN | MILWAUKEE WI | 6,652 | $29.9M | $860K |
| 5 | FRITZ INDUSTRIES, INC. FRITZ INDUSTRIES, INC. 401(K) RETIREMENT PLAN | MESQUITE TX | 130 | $23.6M | $746K |
| 6 | PHOENIX HOUSE FOUNDATION INC. THE PHOENIX HOUSE FOUNDATION INC TAX DEFERRED ANNUITY RETIREMENT PLAN | LONG ISLAND NY | 335 | $21.8M | $493K |
| 7 | G2 OPS, INC. G2 OPS, INC. 401(K) PLAN | VIRGINIA BEACH VA | 134 | $8.2M | $423K |
| 8 | CLEARVIEW FEDERAL CREDIT UNION CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MOON TOWNSHIP PA | 393 | $27.3M | $235K |
| 9 | ALLIANCE STEEL CORPORATION ALLIANCE STEEL 401(K) PLAN | GARY IN | 125 | $11.3M | $194K |
