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 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN | LOUISVILLE KY | 3,214 | $166.6M | $33.0M |
| 2 | PREMIUM BRANDS SERVICES LLC PREMIUM BRANDS SERVICES LLC 401(K) SAVINGS PLAN | MAHWAH NJ | 11,631 | $382.6M | $18.0M |
| 3 | PROHEALTH CARE, INC. PROHEALTH RETIREMENT SAVINGS PLAN | WAUKESHA WI | 4,518 | $635.2M | $12.7M |
| 4 |
| SUMCO PHOENIX CORPORATION SUMCO PHOENIX CORPORATION SAVINGS AND RETIREMENT PLAN |
PHOENIX AZ |
| 618 |
| $148.5M |
| $6.1M |
| 5 | SOUTHWEST BUSINESS CORPORATION SWBC 401(K) PLAN | SAN ANTONIO TX | 2,025 | $275.0M | $5.5M |