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 | C.A. CURTZE COMPANY C.A. CURTZE COMPANY EMPLOYEES GROWTH PROFILE RETIREMENT PLAN | ERIE PA | 483 | $37.7M | $2.9M |
| 2 | OSHA BERGMAN WATANABE & BURTON LLP OSHA BERGMAN WATANABE & BURTON 401(K) PLAN | HOUSTON TX | 123 | $18.1M | $1.5M |
