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 | CAYMUS VINEYARDS CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN | RUTHERFORD CA | 395 | $53.2M | $6.3M |
| 2 | MITCHELL LEWIS & STAVER CO. MITCHELL LEWIS & STAVER CO. 401(K) PROFIT SHARING PLAN | WILSONVILLE OR | 176 | $12.2M | $1.9M |
| 3 | HARVARD INTEGRATIONS, LP HARVARD INTEGRATIONS 401(K) PLAN | TEA SD | 288 | $10.6M | $1.0M |
| 4 |
| LAKES GAS CO. LAKES GAS CO. 401(K) PROFIT SHARING PLAN & TRUST |
WYOMING MN |
| 262 |
| $13.5M |
| $511K |
| 5 | DONORCONNECT DONORCONNECT 403(B) RETIREMENT PLAN | MURRAY UT | 194 | $15.0M | $485K |
| 6 | REGENCY PACIFIC MANAGEMENT, LLC REGENCY PACIFIC 401(K) RETIREMENT PLAN | BELLEVUE WA | 2,358 | $6.9M | $245K |
