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 | AMERICAN HERITAGE FEDERAL CREDIT UNION AMERICAN HERITAGE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | PHILADELPHIA PA | 625 | $49.5M | $2.6M |
| 2 | TEX-TECH INDUSTRIES, INC. TEX-TECH INDUSTRIES INVESTMENT PLAN | NORTH MONMOUTH ME | 363 | $17.7M | $352K |
| 3 | JACK SCHMITT FAMILY OF DEALERSHIPS, INC. JACK SCHMITT FAMILY OF DEALERSHIPS, INC. 401(K) PLAN | O FALLON IL | 146 | $19.3M |
| $45K |
