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 | LAZARD FRERES & CO. LLC LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 1,722 | $832.0M | $18.7M |
| 2 | CHEF WORKS, INC. CHEF WORKS 401(K) PROFIT SHARING PLAN | US POWAY CA | 227 | $20.4M | $476K |
| 3 | L.E. WOOTEN & COMPANY DBA THE WOOTEN COMPANY L.E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN | RALEIGH NC | 100 | $20.2M | $182K |
| 4 |
| NW NATURAL WATER COMPANY LLC NW NATURAL WATER COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST |
PORTLAND OR |
| 174 |
| $3.4M |
| $12K |
