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 | SERRA AUTOMOTIVE, INC. SERRA AUTOMOTIVE 401(K) PLAN & TRUST | FENTON MI | 2,990 | $150.6M | $1.4M |
| 2 | AXIOS INCORPORATED AXIOS INCORPORATED MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN AND TRUST | GRAND RAPIDS MI | 5,070 | $63.4M | $1.0M |
| 3 | GRANGES AMERICAS INC. GRANGES AMERICAS INC. SAVINGS PLAN | FRANKLIN TN | 905 | $97.9M | $711K |
| 4 |
| TUFF SHED, INC. TUFF SHED, INC. EMPLOYEE 401(K) PLAN |
DENVER CO |
| 1,328 |
| $51.6M |
| $525K |
| 5 | JACK SCHMITT FAMILY OF DEALERSHIPS, INC. JACK SCHMITT FAMILY OF DEALERSHIPS, INC. 401(K) PLAN | O FALLON IL | 146 | $19.3M | $89K |
| 6 | MONTECITO BANK AND TRUST MB&T SALARY SAVING PLAN | SANTA BARBARA CA | 273 | $45.9M | $72K |
| 7 | IDAHO COLLEGE OF OSTEOPATHIC MEDICINE, LLC IDAHO COLLEGE OF OSTEOPATHIC MEDICINE 401(K) PROFIT SHARING PLAN | MERIDAN ID | 171 | $11.7M | $64K |
| 8 | SLMP, LLC STATLAB 401(K) PLAN | MCKINNEY TX | 279 | $13.9M | $26K |
| 9 | THE TOWBES GROUP, INC. THE TOWBES GROUP SALARY SAVINGS PLAN | SANTA BARBARA CA | 110 | $10.5M | $8K |