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 | BRICKER GRAYDON, LLP BRICKER GRAYDON LLP RETIREMENT SAVINGS PLAN | COLUMBUS OH | 341 | $198.8M | $8.5M |
| 2 | M. E. FIELDS, INC. FIELDS PROFIT SHARING AND SAVINGS PLAN | NORTHFIELD IL | 2,087 | $95.1M | $1.7M |
| 3 | COOPERATIVE ELEVATOR CO. COOPERATIVE ELEVATOR COMPANY EMPLOYEES' PROFIT SHARING & 401(K) PLAN | PIGEON MI | 170 | $32.7M | $1.5M |
| 4 |
| LUTCO, INC. LUTCO, INC. 401(K) PLAN |
WORCESTER MA |
| 104 |
| $12.0M |
| $1.2M |
| 5 | BROOK & WHITTLE LIMITED BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN | GUILFORD CT | 1,795 | $91.9M | $1.2M |
| 6 | U.S. HOSE CORP. UNITED FLEXIBLE, INC. 401(K) PLAN | ROMEOVILLE IL | 89 | $10.0M | $853K |
| 7 | CUMBERLAND VALLEY NATIONAL BANK CUMBERLAND VALLEY FINANCIAL CORPORATION SAVINGS & RETIREMENT PLAN | LONDON KY | 144 | $16.9M | $720K |
| 8 | E. AMANTI & SONS, INC. AMANTI EMPLOYEE RETIREMENT PLAN | SALEM MA | 121 | $18.4M | $627K |
| 9 | I. RICE & CO., INC. I. RICE & CO., INC. EMPLOYEE PROFIT SHARING PLAN | PHILADELPHIA PA | 99 | $15.0M | $554K |
| 10 | FIRST PROTOCOL, INC. FIRST 401(K) PLAN | NEW YORK NY | 491 | $27.6M | $546K |
