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 | THOMAS, DEAN & HOSKINS, INC. THOMAS, DEAN & HOSKINS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | GREAT FALLS MT | 125 | $32.8M | $2.6M |
| 2 | GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403B PLAN | CHILLICOTHE OH | 274 | $1.3M | $458K |
| 3 | CLOSE UP FOUNDATION CLOSE UP FOUNDATION 403(B) RETIREMENT PLAN | ARLINGTON VA | 212 | $9.1M | $404K |
