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 | ROBERT J. YOUNG COMPANY, INC. R. J. YOUNG PROFIT SHARING PLAN | NASHVILLE TN | 680 | $68.1M | $6.0M |
| 2 | TA REALTY LLC TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN | BOSTON MA | 134 | $61.7M | $3.3M |
| 3 | WASATCH ADVISORS, LP WASATCH ADVISORS, LP DEFERRED PROFIT SHARING PLAN AND TRUST | SALT LAKE CITY UT | 97 | $120.1M | $1.9M |
| 4 |
| CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN |
TAMPA FL |
| 1,268 |
| $123.0M |
| $1.7M |
| 5 | HEARTLAND SECURITY INSURANCE GROUP, INC. HEARTLAND SECURITY INSURANCE GROUP 401(K) PLAN AND TRUST | TYLER TX | 250 | $21.0M | $389K |
| 6 | SEVEN SEAS WATER CORPORATION SEVEN SEAS WATER CORPORATION 401K PROFIT SHARING PLAN | TAMPA FL | 129 | $12.7M | $50K |
| 7 | LDRV HOLDINGS CORP. LDRV HOLDINGS CORP. 401(K) PLAN | TAMPA FL | 1,278 | $34.6M | $28K |
| 8 | DETEX CORPORATION DETEX CORPORATION 401(K) & PROFIT SHARING PLAN | NEW BRAUNFELS TX | 121 | $12.7M | $27K |