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 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $8.0M |
| 2 | PRIMARY RESIDENTIAL MORTGAGE, INC. PRIMARY RESIDENTIAL MORTGAGE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,066 | $81.7M | $4.4M |
| 3 | BANNER CORPORATION BANNER CORPORATION 401(K)/PROFIT SHARING PLAN | WALLA WALLA WA | 1,957 | $258.6M | $4.2M |
| 4 |
| M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN |
KENNETT SQUARE PA |
| 427 |
| $49.7M |
| $1.5M |
| 5 | CUTTER & BUCK INC. CUTTER & BUCK 401(K) PLAN | RENTON WA | 334 | $27.1M | $1.5M |
| 6 | SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN | LITITZ PA | 436 | $26.4M | $734K |
| 7 | ANDERSON ERICKSON DAIRY CO. ANDERSON-ERICKSON DAIRY CO. PROFIT SHARING AND 401(K) PLAN | DES MOINES IA | 185 | $18.2M | $561K |
| 8 | TG THERAPEUTICS, INC. TG THERAPEUTICS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 335 | $26.8M | $385K |
| 9 | DATAPATH, INC. DATAPATH, INC. 401(K) RETIREMENT PLAN | DULUTH GA | 127 | $12.3M | $359K |
| 10 | UNITED DAIRY, INC. UNITED DAIRY, INC. 401(K) PLAN | MARTINS FERRY OH | 126 | $11.7M | $337K |
