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 | WASSERSTROM HOLDINGS, INC. WASSERSTROM HOLDINGS ASSOCIATES 401(K) PLAN | COLUMBUS OH | 1,056 | $95.0M | $18.6M |
| 2 | GRAHAM CORPORATION GRAHAM CORPORATION INCENTIVE SAVINGS PLAN | BATAVIA NY | 591 | $97.7M | $15.1M |
| 3 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $14.4M |
| 4 |
| TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN |
OMAHA NE |
| 181 |
| $51.4M |
| $12.3M |
| 5 | ASHCROFT INC. ASHCROFT INC. 401(K) PLAN | STRATFORD CT | 365 | $75.4M | $12.2M |
| 6 | HUTCHINSON AEROSPACE & INDUSTRY, INC. HUTCHINSON AEROSPACE & INDUSTRY, INC. 401(K) PLAN | HOPKINTON MA | 498 | $65.9M | $10.6M |
| 7 | WORKHOLDING US HOLDINGS, LLC FORKARDT HARDINGE RETIREMENT PLAN | ELMIRA NY | 379 | $64.4M | $9.4M |
| 8 | PILOT CHEMICAL COMPANY PILOT CHEMICAL COMPANY RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 251 | $62.5M | $9.3M |
| 9 | AMERICAN UNIVERSITY OF BEIRUT RETIREMENT PROGRAM FOR U. S. CITIZEN AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT | NEW YORK NY | 219 | $99.4M | $8.2M |
| 10 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $2.4M |