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 | CLARK NEXSEN, INC. CLARK NEXSEN, INC. 401(K) PLAN | VIRGINIA BEACH VA | 328 | $84.2M | $3.9M |
| 2 | CHEVRON FEDERAL CREDIT UNION CHEVRON FEDERAL CREDIT UNION 401(K) PLAN | CONCORD CA | 353 | $76.6M | $3.4M |
| 3 | STOEL RIVES LLP STOEL RIVES LLP CASH BALANCE PLAN | PORTLAND OR | 177 | $41.2M | $2.5M |
| 4 |
| MORRISON-MAIERLE, INC. MORRISON-MAIERLE, INC. 401(K) PLAN |
HELENA MT |
| 364 |
| $73.2M |
| $1.1M |
| 5 | SOUTHERN OREGON ORTHOPEDICS, INC. SOUTHERN OREGON ORTHOPEDICS, INC. CASH BALANCE PLAN | MEDFORD OR | 232 | $10.0M | $726K |
| 6 | HUSQVARNA U.S. HOLDINGS, INC. HUSQVARNA PENSION PLAN | CHARLOTTE NC | 51 | $38.3M | $591K |
| 7 | RIVER VALLEY COOPERATIVE THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | ELDRIDGE IA | 12 | $13.5M | $548K |
| 8 | FARMERS UNION COOPERATIVE THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | OSSIAN IA | 84 | $9.1M | $544K |
| 9 | ME GLOBAL INC. ME WEST CASTINGS PENSION PLAN FOR TEMPE BARGAINING UNIT EMPLOYEES | MINNEAPOLIS MN | 73 | $5.9M | $522K |
| 10 | UNITED WAY OF NEW YORK CITY DEFINED BENEFIT PLAN FOR UNITED WAY OF NEW YORK CITY | NY NY | 7 | $14.0M | $178K |
