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 | ROBERT W. BAIRD & CO., INC. BAIRD PROFIT SHARING & SAVINGS PLAN | MILWAUKEE WI | 5,264 | $2.2B | $29.9M |
| 2 | PALMEN MOTORS, INC. PALMEN MOTORS, INC. PROFIT SHARING 401(K) PLAN & TRUST | KENOSHA WI | 164 | $24.0M | $352K |
| 3 | WOODLANDS BANK WOODLANDS BANK RETIREMENT AND INVESTMENT PLAN | WILLIAMSPORT PA | 107 | $11.9M | $319K |
| 4 |
| VENBROOK GROUP, LLC VENBROOK GROUP 401(K) PLAN |
WOODLAND HILLS CA |
| 361 |
| $36.5M |
| $219K |
