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 | FIRST TRUST PORTFOLIOS L.P. FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN | WHEATON IL | 1,090 | $360.3M | $36.9M |
| 2 | FIRST PREMIER BANK PREMIER 401(K) PLAN | SIOUX FALLS SD | 1,625 | $240.6M | $15.5M |
| 3 | LAMTEC CORPORATION LAMTEC CORPORATION 401(K) PROFIT SHARING PLAN | MOUNT BETHEL PA | 178 | $56.3M | $9.5M |
| 4 |
| IH MISSISSIPPI VALLEY CREDIT UNION IH MISSISSIPPI VALLEY CREDIT UNION 401(K) PLAN & TRUST |
MOLINE IL |
| 401 |
| $41.1M |
| $6.0M |
| 5 | UNITED ENERGY TRADING, LLC UNITED ENERGY TRADING LLC 401K PROFIT SHARING PLAN | BISMARCK ND | 129 | $34.8M | $4.0M |
| 6 | CHEMUNG CANAL TRUST COMPANY CHEMUNG CANAL TRUST COMPANY PROFIT SHARING SAVINGS & INVESTMENT PLAN | ELMIRA NY | 342 | $64.3M | $3.4M |
| 7 | WESTEX BANCORP, INC. THE BANK & TRUST 401K AND PROFIT SHARING PLAN | DEL RIO TX | 153 | $31.0M | $3.0M |
| 8 | RAINBOW ENERGY CENTER, LLC RAINBOW ENERGY CENTER, LLC 401(K) PROFIT SHARING PLAN | BISMARCK ND | 208 | $23.1M | $3.0M |
| 9 | NORTH SHORE BANK OF COMMERCE NORTH SHORE BANK 401(K) PLAN | DULUTH MN | 120 | $21.9M | $2.2M |
| 10 | BRILEX INDUSTRIES, INC. THE BRILEX GROUP 401(K)PLAN | YOUNGSTOWN OH | 243 | $27.8M | $2.1M |
