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 | BANK OF CLARKE SBA DEFINED CONTRIBUTION PLAN FOR BANK OF CLARKE | BERRYVILLE VA | 229 | $33.4M | $3.8M |
| 2 | PRIMIS BANK SBA DEFINED CONTRIBUTION PLAN FOR PRIMIS BANK | GLEN ALLEN VA | 593 | $44.4M | $3.1M |
| 3 | CITIZENS AND FARMERS BANK SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK | WEST POINT VA | 410 | $60.5M | $2.7M |
| 4 |
| SKYLINE NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR SKYLINE NATIONAL BANK |
INDEPENDENCE VA |
| 237 |
| $10.6M |
| $1.2M |
| 5 | FARMERS & MERCHANTS BANK SBA DEFINED CONTRIBUTION PLAN FOR FARMERS & MERCHANTS BANK | TIMBERVILLE VA | 180 | $11.1M | $1.0M |
| 6 | BANK OF BOTETOURT SBA DEFINED CONTRIBUTION PLAN FOR BANK OF BOTETOURT | BUCHANAN VA | 129 | $10.9M | $920K |
| 7 | TRUPOINT BANK SBA DEFINED CONTRIBUTION PLAN FOR TRUPOINT BANK | GRUNDY VA | 121 | $11.4M | $879K |
| 8 | FIRST NATIONAL CORPORATION FIRST NATIONAL CORPORATION 401(K) PLAN | STRASBURG VA | 309 | $36.3M | $772K |
| 9 | NATIONAL BANKSHARES INC. RETIREMENT ACCUMULATION PLAN NATIONAL BANKSHARES, INC. RETIREMENT ACCUMULATION PLAN | BLACKSBURG VA | 206 | $18.2M | $739K |
| 10 | CAPITAL CENTER, LLC SBA DEFINED CONTRIBUTION PLAN FOR CAPITAL CENTER, | GLEN ALLEN VA | 85 | $9.1M | $208K |
