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 | ISMIE MUTUAL INSURANCE COMPANY ISMIE MUTUAL INSURANCE COMPANY 401(K) PLAN | CHICAGO IL | 192 | $110.5M | $5.3M |
| 2 | EVERGREEN REAL ESTATE SERVICES, LLC EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 485 | $8.6M | $252K |
| 3 | OAKMONT COUNTRY CLUB OAKMONT COUNTRY CLUB 401(K) PLAN | OAKMONT PA | 134 | $5.8M | $150K |
| 4 |
| THE FORTUNE SOCIETY THE FORTUNE SOCIETY TAX SHELTERED ANNUITY |
LONG ISLAND CITY NY |
| 420 |
| $11.3M |
| $46K |
| 5 | CIRKS CONSTRUCTION, INC. CIRKS CONSTRUCTION, INC. 401(K) PLAN | ORANGE CA | 375 | $11.9M | $33K |
| 6 | HOSPITAL EPISCOPAL SAN LUCAS PONCE PLAN DE RETIRO SAN LUCAS | PONCE PR | 1,017 | $1.5M | $19K |
| 7 | CENTRO DE SALUD FAMILIAR DR. JULIOMPALMIERI FERRI, INC. PLAN DE RETIRO DEL CENTRO DE SALUD FAMILIAR D. J. P. F. | ARROYO PR | 135 | $568K | $4K |
