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 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN | MILWAUKEE WI | 1,996 | $55.4M | $6.0M |
| 2 | TRIVIDIA HEALTH, INC. TRIVIDIA HEALTH, INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN | FT. LAUDERDALE FL | 403 | $59.4M | $5.0M |
| 3 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN | MILWAUKEE |
| 6,652 |
| $29.9M |
| $2.0M |
| 4 | FRITZ INDUSTRIES, INC. FRITZ INDUSTRIES, INC. 401(K) RETIREMENT PLAN | MESQUITE TX | 130 | $23.6M | $638K |
| 5 | ROTOR CLIP COMPANY, INC. ROTOR CLIP 401(K) RETIREMENT PLAN | SOMERSET NJ | 290 | $21.8M | $460K |
| 6 | CLEARVIEW FEDERAL CREDIT UNION CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MOON TOWNSHIP PA | 393 | $27.3M | $368K |
| 7 | G2 OPS, INC. G2 OPS, INC. 401(K) PLAN | VIRGINIA BEACH VA | 134 | $8.2M | $337K |
| 8 | PHOENIX HOUSE FOUNDATION INC. THE PHOENIX HOUSE FOUNDATION INC TAX DEFERRED ANNUITY RETIREMENT PLAN | LONG ISLAND NY | 335 | $21.8M | $327K |
| 9 | ALLIANCE STEEL CORPORATION ALLIANCE STEEL 401(K) PLAN | GARY IN | 125 | $11.3M | $265K |
| 10 | TRINOVA, INC. TRINOVA, INC. 401(K) PLAN | MOBILE AL | 151 | $10.9M | $5K |
