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 | WILLIAMS LUMBER INC. WILLIAMS LUMBER INC. 401(K) PROFIT SHARING PLAN | RHINEBECK NY | 322 | $14.2M | $657K |
| 2 | RED DEVELOPMENT, LLC RED DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 85 | $18.8M | $550K |
| 3 | INTEGRATECOM INC INTEGRATECOM INC 401(K) PROFIT SHARING PLAN & TRUST | PHOENIX AZ | 121 | $10.8M | $381K |
| 4 |
| THE WILLISTON NORTHAMPTON SCHOOL THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
EASTHAMPTON MA |
| 201 |
| $56.0M |
| $319K |
| 5 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | NEW ULM MN | 135 | $12.0M | $291K |
| 6 | WILSHIRE HEALTH AND COMMUNITY SERVICES, INC. WILSHIRE HEALTH AND COMMUNITY SERVICES 403(B) RETIREMENT PLAN | SAN LUIS OBISPO CA | 137 | $8.2M | $46K |
| 7 | GLOBAL POVERTY PROJECT, INC. GLOBAL CITIZEN 403(B) PLAN | NEW YORK NY | 85 | $5.5M | $46K |
| 8 | KEIRO NORTHWEST KEIRO NORTHWEST 403(B) PLAN | SEATTLE WA | 62 | $3.7M | $25K |
| 9 | POMPERAUG WOODS, INC. POMPERAUG WOODS, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX DEFERRED ANNUITY PLAN | SOUTHBURY CT | 172 | $3.2M | $18K |