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 | JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 ROOFERS UNION LOCAL 30 COMBINED ANNUITY FUND | TROY MI | 1,985 | $111.9M | $4.5M |
| 2 | JOHNSON MATTHEY INC. JOHNSON MATTHEY INC. HOURLY 401(K) PLAN | WAYNE PA | 396 | $44.5M | $465K |
| 3 | HARDEL MUTUAL PLYWOOD CORP. HARDEL MUTUAL PLYWOOD CORPORATION 401(K) PROFIT SHARING PLAN | CHEHALIS WA | 236 | $39.1M | $279K |
| 4 | JOHNSON INVESTMENT COUNSEL, INC. JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN | CINCINNATI OH | 150 | $88.1M | $156K |
| 5 | WATAUGA ORTHOPAEDICS, PLC WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN | JOHNSON CITY TN | 303 | $35.9M | $40K |
