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 | MCCOY GROUP, INC. MCCOY GROUP, INC. 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 4,021 | $266.7M | $4.9M |
| 2 | PENN ENGINEERING & MANUFACTURING PENN ENGINEERING 401(K) PLAN | DANBORO PA | 900 | $164.1M | $3.8M |
| 3 | WORTH & COMPANY, INC. WORTH & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | PIPERSVILLE PA | 533 | $6.3M | $2.0M |
| 4 |
| CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT, INC. CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN |
NEW LONDON CT |
| 229 |
| $4.9M |
| $30K |
| 5 | MIDEA AMERICA CORPORATION MIDEA AMERICA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | PARSIPPANY NJ | 335 | $21.1M | $18K |