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 | THE WINE GROUP, INC. THE WINE GROUP RETIREMENT & SAVINGS PLAN | RIPON CA | 623 | $135.7M | $5.9M |
| 2 | CENTER FOR HUMAN DEVELOPMENT, INC. CENTER FOR HUMAN DEVELOPMENT DC RETIREMENT PLAN | SPRINGFIELD MA | 1,339 | $42.1M | $2.0M |
| 3 | THAYER ACADEMY THAYER ACADEMY 403(B) RETIREMENT PLAN | BRAINTREE MA | 191 | $90.5M | $1.1M |
| 4 |
| BIGELOW LABORATORY FOR OCEAN SCIENCES BIGELOW LABORATORY FOR OCEAN SCIENCES RETIREMENT PLAN |
EAST BOOTHBAY ME |
| 102 |
| $30.9M |
| $932K |
| 5 | THE WINE GROUP, INC. THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN | RIPON CA | 372 | $17.2M | $875K |
| 6 | RLA ENGINEERING, LLC RLA ENGINEERING RETIREMENT 401(K) PLAN | VANCOUVER WA | 61 | $4.5M | $561K |
| 7 | PETOSKEY PLASTICS, INC. PETOSKEY PLASTICS, INC. GOLD MINE 401(K) RETIREMENT SAVINGS PLAN | PETOSKEY MI | 529 | $23.9M | $554K |
| 8 | BAY AREA COMMUNITY SERVICES, INC. BAY AREA COMMUNITY SERVICES 403(B) PLAN | OAKLAND CA | 643 | $8.0M | $549K |
| 9 | COLLEGE OF THE ATLANTIC COLLEGE OF THE ATLANTIC DC RETIREMENT PLAN | BAR HARBOR ME | 108 | $36.3M | $142K |
| 10 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $71K |
