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 | JOHNSON BROTHERS LIQUOR COMPANY JOHNSON BROTHERS 401(K) PLAN | ST. PAUL MN | 3,551 | $337.3M | $26.6M |
| 2 | SPECIAL PEOPLE IN NORTHEAST, INC. SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) PLAN | PHILADELPHIA PA | 1,072 | $50.7M | $3.5M |
| 3 | HILLBROOK SCHOOL HILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS GATOS CA | 97 | $19.5M | $780K |
| 4 |
| L.T. HAMPEL CORP HAMPEL 401(K) SAVINGS PLAN |
GERMANTOWN WI |
| 116 |
| $8.4M |
| $38K |
| 5 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $4K |
