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 | $404K |
| 2 | MACHINE SERVICE, INC. MACHINE SERVICE, INC. PROFIT SHARING PLAN | GREEN BAY WI | 162 | $26.1M | $28K |
| 3 | R.J. ZAVORAL & SONS, INC. R.J. ZAVORAL & SONS, INC. RETIREMENT PLAN | EAST GRAND FORKS MN | 202 | $22.4M | $26K |
| 4 |
| E SOURCE COMPANIES, LLC E SOURCE 401(K) PLAN |
BOULDER CO |
| 308 |
| $25.0M |
| $7K |
| 5 | ROSENTHAL & ROSENTHAL INC. ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN | NEW YORK NY | 208 | $57.1M | $3K |
