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 | BOARD OF TRUSTEES OF THE RETIREMENT PLAN RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 | WAUKESHA WI | 1,960 | $374.0M | $3.0M |
| 2 | CWGS GROUP, LLC FREEDOMREWARDS 401(K) PLAN | LINCOLNSHIRE IL | 12,773 | $341.7M | $2.3M |
| 3 | BOARD OF TRUSTEES OF THE WISCONSIN SHEET WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 1,119 | $61.4M | $1.0M |
