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 | AMERICAN REGENT, INC. AMERICAN REGENT, INC. 401(K) AND PROFIT SHARING PLAN | SHIRLEY NY | 1,376 | $255.2M | $7.5M |
| 2 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $3.0M |
| 3 | PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION, INC. PROJECT HOPE EMPLOYEES RETIREMENT PLAN | WASHINGTON DC | 181 | $33.0M | $1.6M |
| 4 | DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY 401(K) PLAN | APPLETON WI | 189 | $31.7M | $1.1M |
| 5 | NIEBAUM-COPPOLA ESTATE WINERY, LP THE COPPOLA COMPANIES RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 174 | $39.1M | $723K |
