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 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $8.9M |
| 2 | POMPS TIRE SERVICE INC. POMPS TIRE SERVICE INC SALARY SAVINGS PLAN | GREEN BAY WI | 2,753 | $160.9M | $4.2M |
| 3 | HOLZ MOTORS, INC. HOLZ MOTORS, INC. MASTER TRUST | HALES CORNERS WI | — | $15.5M | $410K |
| 4 |
| MILLS AUTOMOTIVE GROUP, INC. MILLS AUTO GROUP EMPLOYEES' PROFIT SHARING 401(K) PLAN |
BAXTER MN |
| 294 |
| $13.6M |
| $223K |
| 5 | H.G. WEBER & CO., INC. H.G. WEBER COMPANY EMPLOYEES' TRUST | KIEL WI | 98 | $11.1M | $191K |
