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 | MORRIS & DICKSON CO., LLC MORRIS & DICKSON CO., LLC 401(K) PLAN | SHREVEPORT LA | 538 | $75.5M | $4.1M |
| 2 | RUDD EQUIPMENT COMPANY, INC. RUDD EQUIPMENT CO INC RESTATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | LOUISVILLE KY | 267 | $62.3M | $3.8M |
| 3 | STOUGHTON HOSPITAL ASSOCIATION STOUGHTON HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY 403(B) PLAN | STOUGHTON WI | 410 | $38.1M |
| $3.4M |
| 4 | CTM INTEGRATION, INC. CTM INTEGRATION, INC. 401(K) PLAN | SALEM OH | 90 | $13.9M | $1.8M |
| 5 | SPORTS SOUTH SPORTS SOUTH 401(K) PLAN | SHREVEPORT LA | 383 | $29.4M | $1.3M |
| 6 | TURA, INC. TURA 401(K) PLAN | MUNCY PA | 109 | $9.9M | $569K |
| 7 | CISCO EQUIPMENT RENTALS, LLC CISCO EQUIPMENT 401(K) PROFIT SHARING PLAN | ODESSA TX | 87 | $6.2M | $495K |
| 8 | EXECUTIVE CABINETRY, LLC EXECUTIVE CABINETRY, LLC 401(K) P/S PLAN | SIMPSONVILLE SC | 422 | $5.4M | $444K |
| 9 | ERS PARENT, LLC ERS PARENT 401(K) PLAN | BROUSSARD LA | 949 | $7.4M | $316K |
| 10 | SMITH INDUSTRIES, INC. JOSEPH SMITH & SONS, INC. 401(K) PS PLAN | CAPITOL HEIGHTS MD | 484 | $6.2M | $288K |
