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 | TENSION ENVELOPE CORPORATION TENSION ENVELOPE CORPORATION 401(K) PLAN | KANSAS CITY MO | 626 | $70.5M | $2.3M |
| 2 | MIDWEST ENERGY COOPERATIVE MIDWEST ENERGY INCENTIVE SAVINGS PLAN | CASSOPOLIS MI | 175 | $27.4M | $1.4M |
| 3 | QC FINANCIAL SERVICES, INC. QC FINANCIAL SERVICES 401(K) RETIREMENT PLAN | LENEXA KS | 698 | $17.9M | $679K |
| 4 |
| AMERICAN PHOENIX, INC. AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN |
EAU CLAIRE WI |
| 308 |
| $7.6M |
| $416K |
| 5 | AML RIVERSIDE, LLC AML RIVERSIDE, LLC 401(K) PLAN | FT. DODGE IA | 213 | $15.0M | $284K |
| 6 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 67 | $8.4M | $5K |