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 | LUMBEE GUARANTY BANK LUMBEE GUARANTY BANK EMPLOYEES' PENSION PLAN | PEMBROKE NC | 26 | $7.3M | $960K |
| 2 | VERT MARKETS LLC PETERSON BROTHERS RETIREMENT PLAN | ERIE PA | 104 | $45.7M | $315K |
| 3 | STAUNTON CAPITAL, INC. EMPLOYEES RETIREMENT SAVINGS PLAN | HIGH POINT NC | 287 | $6.2M | $96K |
| 4 |
| HUMANE SOCIETY OF ROCHESTER AND MONROE COUNTY, FOR THE P.C.A., INC. LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN |
FAIRPORT NY |
| 153 |
| $6.6M |
| $30K |
