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 | UTILITY DATA CONTRACTORS, LLC UDC 401(K) RETIREMENT PLAN | ENGLEWOOD CO | 393 | $22.8M | $408K |
| 2 | THE BRUCE COMPANY OF WISCONSIN, INC. THE BRUCE COMPANY OF WISCONSIN, INC. PROFIT SHARING AND SAVINGS PLAN | MIDDLETON WI | 250 | $21.8M | $139K |
| 3 | WDI, LLC WDI, LLC 401(K) PLAN | SUN PRAIRIE WI | 236 | $30.8M | $120K |
| 4 |
| NAVIANT, LLC. NAVIANT, INC. 401(K) PLAN |
VERONA WI |
| 130 |
| $21.7M |
| $80K |
