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 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $18.6M |
| 2 | NUFARM AMERICAS INC. NUFARM AMERICAS, INC. RETIREMENT INCOME PLAN | ALSIP IL | 473 | $105.3M | $4.9M |
| 3 | MCS INDUSTRIES, INCORPORATED MCS INDUSTRIES 401(K) PROFIT SHARING PLAN | EASTON PA | 115 | $17.8M | $1.8M |
| 4 |
| U.S. MONEY RESERVE, INC. DBA U.S. RARE COIN & BULLION RESERVE U.S. MONEY RESERVE 401(K) PLAN |
AUSTIN TX |
| 409 |
| $16.3M |
| $1.5M |
| 5 | MOUNTAINSIDE TREATMENT CENTER MOUNTAINSIDE RETIREMENT SAVINGS PLAN | CANAAN CT | 356 | $10.2M | $758K |
| 6 | NU-WAY LOGISTICS, INC. NU-WAY LOGISTICS, INC. 401(K) PLAN | BLOOMINGTON IL | 384 | $11.2M | $478K |
| 7 | MEADOWS & OHLY, LLC MEADOWS & OHLY, LLC 401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 193 | $16.0M | $457K |
| 8 | MID-SOUTH SUBCONTRACTORS, INC. D/B/A MID-SOUTH ROOF SYSTEMS MID-SOUTH ROOF SYSTEMS, INC. 401(K) PLAN | FOREST PARK GA | 180 | $4.4M | $246K |
