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 | SUSSEX IM, INC. SUSSEX IM 401(K) PLAN | SUSSEX WI | 221 | $39.5M | $2.2M |
| 2 | NAVIANT, LLC. NAVIANT, INC. 401(K) PLAN | VERONA WI | 130 | $21.7M | $306K |
| 3 | BROWN-WILBERT, INC. BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST | ROSEVILLE MN | 108 | $4.7M | $198K |
| 4 |
BROOKFIELD WI |
| 317 |
| $7.2M |
| $146K |
