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 | R.A JONES & CO. INC. R.A. JONES & CO. INC. COMPANY FUNDED DEFINED BENEFIT PLAN | COVINGTON KY | 59 | $12.6M | $404K |
| 2 | PACIFIC NORTHERN ENVIRONMENTAL, LLC PACIFIC NORTHERN ENVIRONMENTAL 401(K) PROFIT SHARING PLAN | LONGVIEW WA | 326 | $19.1M | $296K |
| 3 | R.A JONES & CO. INC. PACKAGING TECHNOLOGIES PENSION PLAN FOR HOURLY EMPLOYEES | DAVENPORT IA | 18 | $8.9M | $282K |
| 4 | PHX HOLDINGS LLC PHX HOLDINGS RETIREMENT PLAN | ATLANTA GA | 267 | $10.8M | $244K |
| 5 | HELICOPTER EXPRESS, INC. HELICOPTER EXPRESS 401(K) PLAN | CHAMBLEE GA | 294 | $10.7M | $188K |
| 6 | SHICKEL CORPORATION SHICKEL CORPORATION RETIREMENT SAVINGS PLAN | BRIDGEWATER VA | 116 | $11.4M | $180K |
| 7 | ACE INDUSTRIES, INC. ACE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | NORCROSS GA | 323 | $17.1M | $117K |
| 8 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $111K |
| 9 | CAPSTONE ON-CAMPUS MANGEMENT, LLC CAPSTONE ON-CAMPUS MANAGEMENT, LLC 401(K) SAVINGS PLAN | VESTAVIA HILLS AL | 297 | $23.8M | $58K |
| 10 | TENAYA THERAPEUTICS, INC. TENAYA THERAPEUTICS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 98 | $10.0M | $35K |
