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 | UHY ADVISORS, INC. UHY SAVINGS PLAN | FARMINGTON HILLS MI | 1,655 | $285.1M | $10.1M |
| 2 | KADANT INC. THE KADANT INC. 401(K) RETIREMENT SAVINGS PLAN | WESTFORD MA | 1,377 | $207.7M | $4.1M |
| 3 | SCHWEBEL BAKING COMPANY THE SCHWEBEL BAKING COMPANY 401K PLAN | YOUNGSTOWN OH | 1,020 | $37.1M | $3.6M |
| 4 |
| PEABODY MOTOR SPORTS, INC. PEABODY MOTOR SPORTS, INC. 401(K) PROFIT SHARING PLAN |
PEABODY MA |
| 445 |
| $38.1M |
| $3.4M |
| 5 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $3.4M |
| 6 | BBC STUDIOS AMERICAS, INC. BBC STUDIOS AMERICAS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 500 | $77.5M | $2.7M |
| 7 | CHARM SCIENCES, INC. CHARM SCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE MA | 321 | $46.3M | $2.5M |
| 8 | AMERICAN ASSOCIATION OF ADVERTISING AGENCIES, INC. AAAA STAFF TAX-DEFERRED SAVINGS PLAN | NEW YORK NY | 88 | $28.9M | $2.3M |
| 9 | MORRISETTE PACKAGING, INC. MORRISETTE PACKAGING, INC. PROFIT SHARING PLAN | GREENSBORO NC | 245 | $42.3M | $2.0M |
| 10 | JOHNSON LAMBERT LLP JOHNSON LAMBERT LLP 401(K) PLAN | RALEIGH NC | 237 | $50.3M | $1.7M |
