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 | CAREOREGON, INC. CAREOREGON, INC. 401(K) PLAN | PORTLAND OR | 1,582 | $187.9M | $3.5M |
| 2 | ROSENTHAL & ROSENTHAL INC. ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN | NEW YORK NY | 208 | $57.1M | $1.9M |
| 3 | E SOURCE COMPANIES, LLC E SOURCE 401(K) PLAN | BOULDER CO | 308 | $25.0M | $1.2M |
| 4 |
MARSHVILLE NC |
| 413 |
| $16.5M |
| $560K |
| 5 | MACHINE SERVICE, INC. MACHINE SERVICE, INC. PROFIT SHARING PLAN | GREEN BAY WI | 162 | $26.1M | $447K |
| 6 | WALSH TRUCKING COMPANY LTD WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS | TROUTDALE OR | 520 | $13.7M | $345K |
| 7 | CENTURY BANK CENTURY BANK 401(K) PLAN | SANTA FE NM | 138 | $24.5M | $312K |
| 8 | R.J. ZAVORAL & SONS, INC. R.J. ZAVORAL & SONS, INC. RETIREMENT PLAN | EAST GRAND FORKS MN | 202 | $22.4M | $200K |
| 9 | HOLIDAY BUILDERS, INC. HOLIDAY BUILDERS, INC. 401(K) PLAN AND TRUST | MELBOURNE FL | 198 | $5.4M | $111K |
| 10 | AMERICAN PHOENIX, INC. AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN | EAU CLAIRE WI | 308 | $7.6M | $92K |
