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 | MCGINNIS LOCHRIDGE LLP MCGINNIS LOCHRIDGE LLP SAVINGS PLUS PLAN | AUSTIN TX | 137 | $64.6M | $4.9M |
| 2 | INSTRUMENT TRANSFORMERS, LLC ITI 401(K) PLAN | CLEARWATER FL | 579 | $28.9M | $4.0M |
| 3 | DCI INTERNATIONAL, LLC DCI 401(K) PROFIT SHARING PLAN | NEWBERG OR | 238 | $11.4M | $3.6M |
| 4 |
| FRERES LUMBER CO., INC. FRERES LUMBER CO., INC. SAVINGS AND PROFIT SHARING PLAN |
LYONS OR |
| 499 |
| $28.0M |
| $2.2M |
| 5 | URBAN OIL & GAS GROUP, LLC URBAN OIL & GAS 401(K) PLAN | PLANO TX | 177 | $19.8M | $1.8M |
| 6 | LIBERTY MANAGEMENT SERVICES, INC. LIBERTY RESOURCES RETIREMENT PLAN | EAST SYRACUSE NY | 1,405 | $21.0M | $1.5M |
| 7 | SAES GETTERS USA, INC. SAES GETTERS 401(K) PLAN | COLORADO SPRINGS CO | 95 | $29.7M | $1.3M |
| 8 | RANA USA, INC. RANA USA, INC. 401K PROFIT SHARING PLAN & TRUST | BARTLETT IL | 428 | $16.6M | $1.2M |
| 9 | UHLMANN HOLDING COMPANY UHLMANN HOLDING COMPANY 401(K) PLAN | CHEHALIS WA | 222 | $13.2M | $1.1M |
| 10 | EXCEL ELECTRICAL TECHNOLOGIES, INC. EXCEL ELECTRICAL TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | KENNESAW GA | 158 | $10.9M | $966K |
