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 | WILEY & WILSON, INC. WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | LYNCHBURG VA | 186 | $94.4M | $1.8M |
| 2 | NATIONAL MEDICAL SERVICES, INC. NATIONAL MEDICAL SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | HORSHAM PA | 462 | $81.0M | $1.6M |
| 3 | MGS, INC. MGS, INC. 401(K) PLAN | DENVER PA | 163 | $7.3M | $362K |
| 4 |
| BILL DELUCA CHEVROLET CADILLAC, INC BILL DELUCA COMPANIES 401(K) PLAN |
ANDOVER MA |
| 297 |
| $40.6M |
| $346K |
| 5 | RENEW FINANCIAL GROUP LLC RENEW FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | OAKLAND CA | 100 | $9.4M | $315K |
| 6 | SCHMITZ READY MIX, INC. SCHMITZ READY MIX, INC. 401(K) SAVINGS PLAN | MILWAUKEE WI | 153 | $12.0M | $286K |
| 7 | UNIVERSITY VETERINARY SPECIALISTS, INC. UNIVERSITY VETERINARY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | STAMFORD CT | 138 | $8.3M | $203K |
| 8 | LA CAVA, JACOBSON & GOODIS, P.A. LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA FL | 179 | $12.7M | $189K |
| 9 | POLYFAB LLC POLYFAB LLC EMPLOYEES PROFIT SHARING PLAN | SHEBOYGAN WI | 111 | $8.3M | $82K |
| 10 | COMMUNITY MEMORIAL HOSPITAL COMMUNITY MEMORIAL HOSPITAL, INC. RETIREMENT INCOME PLAN | HAMILTON NY | 75 | $7.5M | $80K |
