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 | W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEWPORT NEWS VA | 309 | $64.0M | $3.2M |
| 2 | BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLA PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLAN | OMAHA NE | 531 | $39.4M | $3.1M |
| 3 | CONGRESSIONAL COUNTRY CLUB, INC. CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN | BETHESDA MD | 292 |
| $22.3M |
| $166K |
