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 | HELIX ELECTRIC, INC. HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN | SAN DIEGO CA | 2,589 | $179.2M | $843K |
| 2 | STEAMBOAT IS, INC. STEAMBOAT IS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | KENNESAW GA | 317 | $26.3M | $580K |
| 3 | BUCKEYE CORRUGATED, INC. BUCKEYE CORRUGATED, INC. 401(K) PLAN AND TRUST | FAIRLAWN OH | 872 | $54.6M | $413K |
| 4 |
| THE RELIABLE AUTOMATIC SPRINKLER CO. THE RELIABLE AUTOMATIC SPRINKLER CO. INC. 401(K) PLAN |
LIBERTY SC |
| 1,097 |
| $95.6M |
| $306K |
| 5 | FRANKLIN PRODUCTS, INC. FRANKLIN PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | TORRINGTON CT | 123 | $26.8M | $229K |
| 6 | SMART TECHNOLOGIES CORP. SMART TECHNOLOGIES 401(K) PLAN | — | 90 | $11.2M | $167K |
| 7 | GIRTZ INDUSTRIES INC GIRTZ INDUSTRIES INC 401K PROFIT SHARING PLAN AND TRUST | MONTICELLO IN | 119 | $8.4M | $137K |
| 8 | DEER OAKS MENTAL HEALTH ASSOCIATES, PC AND AFFILIATED ENTITIES DOMHA 401(K) PLAN | SAN ANTONIO TX | 509 | $8.0M | $26K |
| 9 | J.W. FLOOR COVERING, INC. J.W. FLOOR COVERING/RESOURCE FLOORS EMPLOYEE SAVINGS AND RETI | SAN DIEGO CA | 138 | $7.0M | $4K |
| 10 | NORTHERN LOGISTICS, INC. NORTHERN LOGISTICS, INC. 401(K) PLAN | CLARE MI | 321 | $4.8M | $4K |
