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 | KREISCHER MILLER KREISCHER MILLER CAPITAL ACCUMULATION PLAN | HORSHAM PA | 264 | $59.2M | $1.7M |
| 2 | HAYNIE & COMPANY HAYNIE & CO. 401(K) PLAN | WEST VALLEY UT | 364 | $24.8M | $337K |
| 3 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 252 | $31.1M | $98K |
