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 | OPPORTUNITY BANK OF MONTANA OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST | HELENA MT | 369 | $40.0M | $1.0M |
| 2 | WILDERNESS HOTEL & RESORT, INC. WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN | WISCONSIN DELLS WI | 937 | $21.2M | $278K |
| 3 | RESULTANT, LLC RESULTANT, LLC 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 450 | $31.1M | $267K |
| 4 |
| CONCO SERVICES LLC THE CONCO 401(K) AND PROFIT SHARING PLAN |
VERONA PA |
| 495 |
| $23.3M |
| $96K |
