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 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $280K |
| 2 | NOVUM HOLDINGS LLC NOVUM STRUCTURES, LLC 401(K) RETIREMENT PLAN | MENOMONEE FALLS WI | 95 | $24.4M | $222K |
| 3 | WALTERS RECYCLING AND REFUSE, INC. WALTERS 401(K) PLAN | BLAINE MN | 154 | $8.7M | $177K |
| 4 |
| PRICE FOR PROFIT, LLC DBA INSIGHT2PROFIT INSIGHT2PROFIT 401(K) PROFIT SHARING PLAN |
BEACHWOOD OH |
| 253 |
| $30.1M |
| $154K |
