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 | AFFINITY FEDERAL CREDIT UNION AFFINITY FEDERAL CREDIT UNION 401(K) PLAN | BASKING RIDGE NJ | 513 | $109.1M | $6.0M |
| 2 | HEMENWAY & BARNES LLP HEMENWAY & BARNES 401(K) PLAN | BOSTON MA | 131 | $68.3M | $5.1M |
| 3 | ALLEGACY FEDERAL CREDIT UNION ALLEGACY RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 400 | $51.6M | $3.7M |
| 4 | OXBOW CARBON LLC OXBOW AFFILIATED COMPANIES RETIREMENT PLAN | WEST PALM BEACH FL | 283 | $177.2M | $1.2M |
| 5 | MCKENDREE UNIVERSITY MCKENDREE UNIVERSITY RETIREMENT PLAN | LEBANON IL | 236 | $62.5M | $686K |
| 6 | HOLDEN INDUSTRIES, INC. HOLDEN INDUSTRIES, INC. RETIREMENT PLAN | DEERFIELD IL | 1,277 | $78.2M | $583K |
| 7 | STEWART EFI STEWART EFI 401(K) PLAN | THOMASTON CT | 154 | $21.3M | $317K |
| 8 | ALPHANUMERIC SYSTEMS, INC. THE ALPHANUMERIC SYSTEMS 401(K) PROFIT SHARING PLAN | RALEIGH NC | 154 | $11.4M | $263K |
| 9 | THE CHRYSALIS CENTER, INC. THE CHRYSALIS CENTER 401(K) PLAN | MIAMI FL | 672 | $12.8M | $255K |
| 10 | OXBOW CALCINING LLC OXBOW CALCINING LLC EMPLOYEES' RETIREMENT AND SAVINGS PLAN | WEST PALM BEACH FL | 243 | $29.3M | $228K |
