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 | GEOLOGIC ASSOCIATES GEOLOGIC ASSOCIATES 401K PROFIT SHARING PLAN | ONTARIO CA | 302 | $88.1M | $13.6M |
| 2 | SAN JOAQUIN REFINING COMPANY, INC. SAN JOAQUIN REFINING COMPANY 401K PLAN | BAKERSFIELD CA | 131 | $36.2M | $6.8M |
| 3 | CONTINENTAL SERVICE GROUP, LLC D/B/A CONSERVE CONSERVE EMPLOYEE RETIREMENT PLAN | FAIRPORT NY | 345 | $41.7M | $2.1M |
| 4 | WHITE RIVER BANCSHARES COMPANY WHITE RIVER BANCSHARES COMPANY 401(K) PLAN | FAYETTEVILLE AR | 200 | $20.4M | $1.9M |
| 5 | MOUNTAIN CAPITAL PARTNERS, LLC MOUNTAIN CAPITAL PARTNERS 401K PLAN | DURANGO CO | 510 | $10.3M | $1.5M |
