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 | SULLIVAN INVESTMENT CO., INC. SULLIVAN COMPANIES RETIREMENT TRUST | NORWELL MA | 1,331 | $102.9M | $2.6M |
| 2 | LADAS & PARRY LADAS & PARRY LLP 401(K) SAVINGS PLAN | NEW YORK NY | 91 | $33.2M | $1.9M |
| 3 | SPEND LIFE WISELY COMPANY, INC. SPEND LIFE WISELY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) FEATURES | DURANT OK | 1,858 | $363.2M | $1.7M |
| 4 |
| BREHOB CORPORATION BREHOB CORPORATION EMPLOYEES PROFIT SHARING & SAVINGS PLAN & TRUST |
INDIANAPOLIS IN |
| 123 |
| $13.7M |
| $1.2M |
| 5 | IOWA SPRING MANUFACTURING IOWA SPRING MANUFACTURING INC 401(K) PLAN | ADEL IA | 174 | $10.0M | $882K |
| 6 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN | NAPLES FL | 104 | $16.4M | $706K |
| 7 | CARNEY MANAGEMENT COMPANY, INC. BERNARDI AUTO GROUP RETIREMENT PLAN | FRAMINGHAM MA | 329 | $27.0M | $705K |
| 8 | TAHER, INC. TAHER, INC. 401(K) PLAN | MINNETONKA MN | 1,800 | $15.0M | $640K |
| 9 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS CO | 678 | $75.0M | $473K |
| 10 | MULTICULTURAL RADIO BROADCASTING MULTICULTURAL RADIO BROADCASTING 401(K) SAVINGS PLAN | NEW YORK NY | 134 | $21.9M | $422K |
