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 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION RETIREMENT PLAN | WASHINGTON DC | 326 | $38.1M | $6.4M |
| 2 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION 403(B) PLAN | WASHINGTON DC | 298 | $36.3M | $4.7M |
| 3 | GREENVILLE TOOL & DIE COMPANY GREENVILLE TOOL & DIE COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | GREENVILLE MI | 146 | $37.4M | $2.8M |
| 4 |
| STANLEY MARTIN HOMES, LLC STANLEY MARTIN 401(K) PLAN |
RESTON VA |
| 1,492 |
| $113.6M |
| $1.3M |
