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 | KELLER AND HECKMAN LLP KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 127 | $84.6M | $6.3M |
| 2 | CITIZENS BANK CITIZENS BANK 401K MUKWONAGO WI | MUKWONAGO WI | 143 | $22.2M | $1.8M |
| 3 | WESTBURY BANK WESTBURY BANK 401K PSP | WAUKESHA WI | 107 | $15.9M | $1.8M |
| 4 |
| WASHOE BARTON MEDICAL CLINIC CARSON VALLEY MEDICAL CENTER RETIREMENT SAVINGS PLAN |
GARDNERVILLE NV |
| 432 |
| $25.4M |
| $1.7M |
| 5 | THE IRIS GROUP THE IRIS GROUP INC. 401(K) RETIREMENT SAVINGS PLAN | CARLSBAD CA | 90 | $15.4M | $1.7M |
| 6 | THE BREWER-GARRETT COMPANY THE BREWER-GARRETT COMPANY 401(K) PS PLAN | MIDDLEBURG HEIGHTS OH | 200 | $24.6M | $1.1M |
| 7 | WEBB CHEMICAL SERVICE CORPORATION WEBB CHEMICAL SERVICE CORPORATION 401(K) & RETIREMENT PLAN | MUSKEGON MI | 146 | $12.9M | $774K |
| 8 | NORTH STAR FISHING COMPANY LLC NORTH STAR FISHING COMPANY LLC 401(K) PLAN | SEATTLE WA | 231 | $6.7M | $584K |
| 9 | 1UPHEALTH 1UPHEALTH 401(K) PLAN | BOSTON MA | 123 | $5.4M | $78K |
