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 | PREFERRED MANAGEMENT CORPORATION PREFERRED MANAGEMENT CORP. RETIREMENT SAVINGS PLAN | SHAWNEE OK | 569 | $19.1M | $3.4M |
| 2 | UPPER LAKES FOODS, INC. UPPER LAKES FOODS, INC. RETIREMENT SAVINGS PLAN | CLOQUET MN | 423 | $29.9M | $3.1M |
| 3 | AL COPELAND INVESTMENTS, L.L.C. AL COPELAND INVESTMENTS, L. L. C. 401(K) PLAN | METAIRIE LA | 464 | $13.3M | $1.7M |
| 4 | PLANT/ALLISON CORPORATION PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN | SAN FRANCISCO CA | 123 | $60.3M | $770K |
| 5 | COOSA VALLEY CREDIT UNION COOSA VALLEY CREDIT UNION RETIREMENT SAVINGS PLAN | ROME GA | 128 | $10.9M | $177K |
| 6 | HARBOR ROOFING AND CONTRACTING, INC HARBOR ROOFING AND CONTRACTING, INC. 401(K) PLAN | CROFTON MD | 79 | $2.7M | $120K |
| 7 | THE LITTLE POTATO COMPANY, INC. THE LITTLE POTATO COMPANY USA, INC. 401(K) PLAN | DEFOREST WI | 151 | $7.2M | $10K |
