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 | SOPHEON CORPORATION SOPHEON 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 86 | $21.3M | $3.5M |
| 2 | UMH PROPERTIES, INC. UMH PROPERTIES, INC. 401(K) PLAN | FREEHOLD NJ | 496 | $34.2M | $1.3M |
| 3 | D & L APPLIANCE PARTS COMPANY, INC. D & L APPLIANCE PARTS 401(K) PLAN | CHARLOTTE NC | 192 | $12.0M | $705K |
| 4 |
| MORRISON-MAIERLE, INC. MORRISON-MAIERLE, INC. 401(K) PLAN |
HELENA MT |
| 364 |
| $73.2M |
| $374K |
