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 | MONTI, INC. MONTI, INC. SAVINGS AND INCENTIVE PLAN & TRUST | CINCINNATI OH | 400 | $27.2M | $206K |
| 2 | CREWS & ASSOCIATES, INC. CREWS & ASSOCIATES INC. 401(K) PLAN | LITTLE ROCK AR | 183 | $47.8M | $191K |
| 3 | HALLAM ASSOCIATES, INC. HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN | SOUTH BURLINGTON VT | 133 | $35.2M | $120K |
| 4 |
| WESTERN SLOPE AUTO COMPANY WESTERN SLOPE AUTO COMPANY 401(K) PLAN |
GRAND JUNCTION CO |
| 120 |
| $8.9M |
| $108K |
| 5 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP PA | 1,368 | $141.8M | $76K |
| 6 | DIRECTIONS RESEARCH, INC. DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 190 | $52.5M | $58K |
| 7 | WILLARD AGRI-SVC OF MT. AIRY, INC. WILLARD COMPANIES PROFIT SHARING PLAN | FREDERICK MD | 134 | $18.1M | $47K |
| 8 | URBAN JUSTICE CENTER URBAN JUSTICE CENTER 401(K) SAVINGS PLAN | NEW YORK NY | 144 | $12.3M | $31K |
| 9 | ARACA MERCHANDISE L.P. ARACA 401(K) SAVINGS & RETIREMENT PLAN | NEW YORK NY | 145 | $9.7M | $25K |
| 10 | BLUE RIDGE HEALTH CENTER, INC. BLUE RIDGE MEDICAL CENTER RETIREMENT PLAN | ARRINGTON VA | 120 | $5.6M | $24K |
