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 | BETTE & CRING, LLC BETTE & CRING, LLC RETIREMENT PLAN & TRUST | LATHAM NY | 163 | $53.7M | $9.1M |
| 2 | LOOMIS CHAFFEE SCHOOL THE LOOMIS INSTITUTE PENSION PLAN | WINDSOR CT | 303 | $126.4M | $7.9M |
| 3 | HEDGESERV CORPORATION HEDGESERV CORPORATION 401(K) PLAN | NEW YORK NY | 415 | $44.1M | $6.0M |
| 4 |
| AMERICAN ASSOCIATION OF ADVERTISING AGENCIES, INC. AAAA STAFF TAX-DEFERRED SAVINGS PLAN |
NEW YORK NY |
| 88 |
| $28.9M |
| $3.8M |
| 5 | IRWIN R. ROSE & COMPANY, LLC IRWIN R. ROSE & COMPANY, LLC 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 148 | $16.6M | $1.5M |
| 6 | DELL RETIREMENT SERVICES, INC SHANNONDELL 401(K) PLAN | AUDUBON PA | 544 | $18.2M | $690K |
| 7 | CAROFFER, LLC CAROFFER 401(K) PLAN | ADDISON TX | 164 | $5.0M | $153K |
| 8 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 97 | $20.4M | $144K |
| 9 | KUKURIN CONTRACTING, INC. KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN | EXPORT PA | 66 | $14.0M | $20K |
