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 | UTILITRA LLC FMS 401(K) PROFIT SHARING PLAN AND TRUST | EDWARDSVILLE IL | 350 | $35.5M | $4.0M |
| 2 | HEAT AND CONTROL, INC. HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN | HAYWARD CA | 772 | $106.3M | $2.9M |
| 3 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN | PHILADELPHIA PA | 267 | $47.0M | $2.9M |
| 4 |
| MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN |
MANHATTAN BEACH CA |
| 658 |
| $56.7M |
| $2.7M |
| 5 | CTC GLOBAL CORPORATION CTC GLOBAL CORPORATION 401(K) PLAN | IRVINE CA | 295 | $19.0M | $1.2M |
