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 | SCHOOL SPECIALTY, LLC SCHOOL SPECIALTY 401(K) PLAN | GREENVILLE WI | 1,054 | $99.0M | $7.4M |
| 2 | UNIEK, INC. UNIEK, INC. EMPLOYEES' RETIREMENT PLAN | WAUNAKEE WI | 119 | $26.8M | $3.3M |
| 3 | RHINEBECK BANK RHINEBECK BANK 401(K) PLAN | POUGHKEEPSIE NY | 153 | $28.1M | $1.8M |
| 4 |
OSHKOSH WI |
| 125 |
| $9.4M |
| $1.6M |
| 5 | WAMPUM HARDWARE CO. WAMPUM HARDWARE CO. PROFIT SHARING 401(K) PLAN | NEW GALILEE PA | 192 | $44.1M | $1.6M |
| 6 | TEL HAI RETIREMENT COMMUNITY TEL HAI RETIREMENT COMMUNITY 401(K) PLAN | HONEY BROOK PA | 300 | $15.4M | $1.5M |
| 7 | STUMPF MOTOR COMPANY, INC. STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN | APPLETON WI | 109 | $14.0M | $894K |
