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 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $2.5M |
| 2 | DATTCO, INC. DATTCO, INC. 401(K) PLAN | NEW BRITAIN CT | 1,645 | $27.6M | $2.2M |
| 3 | POWER & CONSTRUCTION GROUP, INC. POWER & CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN | SCOTTSVILLE NY | 321 | $20.5M | $1.5M |
| 4 |
| MILLENNIUM VISION, INC. MILLENNIUM VISION, PC 401(K) PROFIT SHARING PLAN |
PHOENIX AZ |
| 152 |
| $9.7M |
| $825K |
| 5 | TAOS PUEBLO TAOS PUEBLO 401(K) PROFIT SHARING PLAN | TAOS NM | 285 | $9.6M | $459K |
| 6 | WESTLAKE PLASTICS COMPANY WESTLAKE PLASTICS COMPANY DEFERRED SAVINGS AND PROFIT SHARING PLAN | LENNI PA | 88 | $6.4M | $251K |
| 7 | GAF HOLDINGS INC GROPPETTI AUTOMOTIVE 401(K) PROFIT SHARING PLAN | VISALIA CA | 182 | $6.5M | $212K |
| 8 | PRIME RETAIL SERVICES, INC. PRIME RETAIL SERVICES, INC. | FLOWERY BRANCH GA | 154 | $1.6M | $81K |
| 9 | HAUSMANN CONSTRUCTION, INC. HAUSMANN ENTERPRISES 401(K) PROFIT SHARING PLAN | LINCOLN NE | 475 | $23.8M | $64K |
