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 | LC INDUSTRIES, INC. LC INDUSTRIES SURPLUS SHARING & 401(K) PLAN | DURHAM NC | 755 | $62.8M | $1.1M |
| 2 | ONWARD ENERGY MANAGEMENT, LLC ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 296 | $36.5M | $175K |
| 3 | ONWARD ENERGY MANAGEMENT, LLC ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 296 | $36.5M | $175K |
| 4 |
| THE BERNARD GROUP, INC. THE BERNARD GROUP 401(K) PLAN |
CHANHASSEN MN |
| 940 |
| $58.2M |
| $104K |
| 5 | DMI COMPANIES, INC. DMI COMPANIES, INC. AND AFFILIATED COMPANIES 401(K) PLAN | CHARLEROI PA | 161 | $29.9M | $58K |
