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 | VINTAGE WINE DISTRIBUTOR, INC. VINTAGE WINE RETIREMENT SAVINGS PLAN | SOLON OH | 132 | $10.9M | $407K |
| 2 | COLLEGE TRACK COLLEGE TRACK 401(K) | OAKLAND CA | 230 | $10.3M | $363K |
| 3 | SMALLWOOD, REYNOLDS, STEWART, SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST | ATLANTA GA | 57 | $11.5M | $43K |
| 4 |
| SKANA ALUMINUM COMPANY SKANA ALUMINUM COMPANY 401(K) RETIREMENT PLAN |
MANITOWOC WI |
| 237 |
| $4.5M |
| $16K |
| 5 | UNIVERSAL METAL PRODUCTS, INC. UNIVERSAL METAL PRODUCTS, INC. 401(K) RETIREMENT AND SAVINGS PLAN | WICKLIFFE OH | 238 | $14.6M | $3K |
