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 | KANSAS CITY LIFE INSURANCE COMPANY KANSAS CITY LIFE INS. COMPANY SAVINGS AND PROFIT SHARING PLAN | KANSAS CITY MO | 431 | $119.8M | $17.5M |
| 2 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $4.1M |
| 3 | JAMESTOWN MANAGEMENT CORP. JAMESTOWN 401(K) PLAN | ATLANTA GA | 544 | $90.2M | $490K |
| 4 |
| WAYNE MEMORIAL HOSPITAL, INC. WAYNE UNC 403(B) PLAN |
GOLDSBORO NC |
| 1,733 |
| $84.9M |
| $81K |
| 5 | TETON VALLEY HEALTH CARE, INC. TETON VALLEY HEALTH CARE, INC. 403(B) PLAN | DRIGGS ID | 364 | $7.9M | $47K |
| 6 | FAMILY COUNSELING CENTER FAMILY COUNSELING CENTER OF ARMSTRONG COUNTY TAX SHELTERED ANNUITY PLAN | KITTANNING PA | 192 | $22.2M | $148 |
