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 | LATHAM POOL PRODUCTS, INC. LATHAM POOL PRODUCTS, INC. 401(K) SAVINGS PLAN | LATHAM NY | 1,442 | $56.4M | $1.2M |
| 2 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $1.1M |
| 3 | EDGECONNEX INC. EDGECONNEX INC. 401(K) PLAN | HERNDON VA | 190 | $30.8M | $570K |
| 4 |
| THE TERMINAL CORPORATION THE TERMINAL CORPORATION PROFIT SHARING 401(K) AND TRUST |
BALTIMORE MD |
| 12 |
| $6.9M |
| $550K |
| 5 | LINDSAY AUTOMOTIVE DBA LINDSAY HONDA LINDSAY AUTOMOTIVE DBA LINDSAY HONDA 401(K) PLAN | COLUMBUS OH | 124 | $12.1M | $461K |
| 6 | QVALE AUTO GROUP, INC. QVALE AUTO GROUP EMPLOYEE SAVINGS INVESTMENT PLAN | SOUTH SAN FRANCISCO CA | 88 | $7.9M | $378K |
| 7 | HEALTH ONE ALLIANCE, LLC HEALTH ONE ALLIANCE, LLC EMPLOYEES SAVINGS TRUST | DALTON GA | 263 | $14.2M | $173K |
| 8 | VISIONBANK VISIONBANK 401(K) PLAN | AMES IA | 142 | $12.2M | $114K |
| 9 | W.T. HUMPHREY, INC. W.T. HUMPHREY, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE NC | 130 | $11.4M | $30K |
| 10 | ISLAND PEER REVIEW ORGANIZATION, INC. RETIREMENT PLAN FOR EMPLOYEES OF ISLAND PEER REVIEW ORGANIZATION, INC. | LAKE SUCCESS NY | 311 | $55.0M | $20K |
