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 | SAMARITAN'S PURSE SAMARITAN'S PURSE 401(K) RETIREMENT PLAN | BOONE NC | 2,221 | $180.6M | $23.3M |
| 2 | PRIMED MANAGEMENT CONSULTING SERVICES, INC. PRIMED MANAGEMENT CONSULTING SERVICES, INC. 401(K) PLAN | SAN RAMON CA | 672 | $148.6M | $18.9M |
| 3 | STOCKBRIDGE CAPITAL GROUP, LLC STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN | SAN FRANCISCO CA | 164 | $56.8M | $9.6M |
| 4 | UNITED STATES SUGAR SAVANNAH REFINERY, LLC US SUGAR SAVANNAH REFINERY 401(K) PLAN | PORT WENTWORTH GA | 445 | $56.6M | $7.9M |
| 5 | TRI-STATE FOREST PRODUCTS, INC. TRI-STATE FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OH | 196 | $14.5M | $1.7M |
| 6 | BANK OF THE SIERRA BANK OF THE SIERRA SAVINGS PLAN | PORTERVILLE CA | 472 | $42.4M | $579K |
| 7 | WHITWORTH TOOL, INC. WHITWORTH TOOL, INC. 401(K) PLAN | HARDINSBURG KY | 111 | $7.7M | $26K |
