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 | REED FAMILY COMPANIES WESTERN REGION RETIREMENT TRUST 401(K) AND REGULAR PROFIT SHARING PLAN | MODESTO CA | 533 | $60.1M | $1.4M |
| 2 | THE BUCKLEY SCHOOL THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN | SHERMAN OAKS CA | 202 | $75.2M | $737K |
| 3 | CREARE LLC CREARE 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST | HANOVER NH | 208 | $57.7M | $646K |
| 4 |
| CHARTWELL FINANCIAL ADVISORY, INC. CHARTWELL 401(K) PROFIT SHARING PLAN |
MINNEAPOLIS MN |
| 104 |
| $19.2M |
| $430K |
| 5 | NOVUS INTERNATIONAL, INC. NOVUS INTERNATIONAL, INC. EMPLOYEES PENSION PLAN | CHESTERFIELD MO | 17 | $25.3M | $370K |
| 6 | CUSTOM AGRI SYSTEMS, INC. CUSTOM AGRI SYSTEMS, INC. 401(K) PLAN | NAPOLEON OH | 228 | $11.8M | $303K |
| 7 | MATERIAL SCIENCES CORPORATION MATERIAL SCIENCES CORPORATION SAVINGS AND INVESTMENT PLAN | ELK GROVE VILLAGE IL | 249 | $55.1M | $270K |
| 8 | ATANE ENGINEERS, ARCHITECTS AND LAND SURVEYORS, D.P.C. ATANE 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 296 | $38.2M | $268K |
| 9 | THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN ST. PAUL'S SCHOOL 403(B) RETIREMENT PLAN | BROOKLANDVILLE MD | 418 | $83.7M | $248K |
| 10 | WHITFIELD & EDDY P.L.C. WHITFIELD & EDDY P.L.C. 401(K) PLAN | DES MOINES IA | 80 | $32.5M | $219K |
