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 | BAXTER & WOODMAN, INC. BAXTER & WOODMAN 401K RETIREMENT SAVINGS PLAN | CRYSTAL LAKE IL | 415 | $89.2M | $3.8M |
| 2 | OTO DEVELOPMENT, LLC OTO DEVELOPMENT 401K PLAN | SPARTANBURG SC | 2,360 | $34.6M | $3.6M |
| 3 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP PA | 1,368 | $141.8M | $3.4M |
| 4 |
| HALLAM ASSOCIATES, INC. HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN |
SOUTH BURLINGTON VT |
| 133 |
| $35.2M |
| $2.4M |
| 5 | DIRECTIONS RESEARCH, INC. DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 190 | $52.5M | $2.1M |
| 6 | ONTIC ENGINEERING AND MANUFACTURING, INC. ONTIC 401(K) PLAN | CHATSWORTH CA | 757 | $33.9M | $2.0M |
| 7 | SAAD ENTERPRISES, INC. SAAD HEALTHCARE SERVICES 401(K) P/S PLAN | MOBILE AL | 481 | $14.8M | $1.9M |
| 8 | THE KNAPHEIDE MANUFACTURING COMPANY THE KNAPHEIDE MANUFACTURING COMPANY 401(K) CASH DEFERRED PLAN | QUINCY IL | 1,688 | $175.4M | $1.9M |
| 9 | LEONARD ALUMINUM UTILITY BLDGS LEONARD ALUMINUM UTILITY BLDGS LLC, RET PLAN | MOUNT AIRY NC | 783 | $11.1M | $1.8M |
| 10 | HOSPICE & PALLIATIVE CARECENTER HOSPICE & PALLIATIVE CARECENTER 403(B) RETIREMENT PLAN | WINSTON SALEM NC | 352 | $20.2M | $1.4M |
