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 | PEREZ TRADING COMPANY, INC. PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN | MIAMI FL | 133 | $20.7M | $1.4M |
| 2 | KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN | GOLDEN CO | 147 | $19.6M | $1.4M |
| 3 | BRETHREN MUTUAL INSURANCE COMPANY BRETHREN MUTUAL INSURANCE COMPANY EMPLOYEE RETIREMENT PLAN | HAGERSTOWN MD | 49 | $15.8M | $1.3M |
| 4 |
| HOME BANK NA HOME BANK, N.A. PROFIT SHARING AND 401(K) PLAN |
LAFAYETTE LA |
| 481 |
| $55.8M |
| $863K |
| 5 | HOOKER CREEK COMPANIES, LLC HOOKER CREEK COMPANIES 401(K) RETIREMENT SAVINGS & PROFIT SHARING | BEND OR | 103 | $12.7M | $484K |
| 6 | A.J. ROSE MANUFACTURING CO. A.J. ROSE MFG. CO. 401(K) PLAN FOR UNION EMPLOYEES | AVON OH | 265 | $19.1M | $376K |
| 7 | ACTION MANUFACTURING COMPANY ACTION MANUFACTURING COMPANY 401(K) PLAN | BRISTOL PA | 322 | $11.2M | $371K |
| 8 | OVATION HOLDINGS OVATION HOLDINGS 401(K) RETIREMENT PLAN | RIVERDALE IA | 789 | $45.3M | $329K |
| 9 | LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE 403(B) PLAN | LONGVIEW TX | 289 | $7.0M | $238K |
| 10 | SBE2, LLC SBE2 401K PLAN | MORGAN CITY LA | 295 | $7.5M | $171K |
