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 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN | JACKSON MS | 3,755 | $154.1M | $1.4M |
| 2 | YATES SERVICES, LLC YATES SERVICES RETIREMENT & SAVINGS PLAN | JACKSON MS | 2,035 | $91.6M | $520K |
| 3 | THE CASON GROUP, INC THE CASON GROUP RETIREMENT PLAN | COLUMBIA SC | 199 | $12.7M | $323K |
| 4 |
| FIRST COMMUNICATIONS, LLC FIRST COMMUNICATIONS 401(K) PLAN |
AKRON OH |
| 103 |
| $9.0M |
| $202K |
| 5 | SOUTHERN CANCER CENTER, PC SOUTHERN CANCER CENTER, PC 401(K) PLAN | DAPHNE AL | 151 | $15.2M | $151K |
| 6 | INDIANA TOOL & MANUFACTURING CO., INC. INDIANA TOOL & MANUFACTURING CO., INC. 401(K) PROFIT SHARING PLAN | PLYMOUTH IN | 129 | $13.1M | $98K |
| 7 | TREND CONSULTANTS, LLC TREND CONSULTANTS, LLC EMPLOYEES SAVINGS TRUST | MADISON MS | 1,055 | $2.0M | $2K |
