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 | WATERS TRUCK AND TRACTOR CO. INC. WATERS 401(K) PROFIT SHARING PLAN | COLUMBUS MS | 256 | $15.0M | $484K |
| 2 | MOODY INSURANCE AGENCY, INC. MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | DENVER CO | 130 | $18.6M | $24K |
| 3 | SOUTHGROUP INSURANCE AND FINANCIAL SERVICES, LLC SOUTHGROUP 401(K) PLAN | RIDGELAND MS | 104 | $16.9M | $5K |
| 4 |
| SOUTHERN HENS, INC. SOUTHERN HENS COMPANY EMPLOYEE SAVINGS & RETIREMENT PLAN |
MOSELLE MS |
| 226 |
| $6.8M |
| $5K |
