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 | CROWLEY HOLDINGS INC. CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA | JACKSONVILLE FL | 1,548 | $410.6M | $1.5M |
| 2 | LOST TREE CLUB, INC. LOST TREE CLUB 401(K) PLAN | NORTH PALM BEACH FL | 255 | $9.4M | $166K |
| 3 | CROWLEY MARITIME CORPORATION CROWLEY RETIREMENT INCOME SYSTEM PLAN - PUERTO RICO | JACKSONVILLE FL | 84 | $11.4M | $20K |
| 4 |
| PHIL LONG DEALERSHIPS, INC. PHIL LONG DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN |
COLORADO SPRINGS CO |
| 1,408 |
| $64.7M |
| $20K |
| 5 | HEARTLAND SECURITY INSURANCE GROUP, INC. HEARTLAND SECURITY INSURANCE GROUP 401(K) PLAN AND TRUST | TYLER TX | 250 | $21.0M | $3K |
| 6 | SHERI TATE OUTMATCH, INC. 401(K) RETIREMENT PLAN | DALLAS TX | 81 | $18.5M | $2K |
| 7 | BRAHMIN LEATHER WORKS, LLC BRAHMIN LEATHER WORKS LLC, 401(K) SAVINGS PLAN | FAIRHAVEN MA | 225 | $9.3M | $688 |
