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 | B. F. SAUL COMPANY B. F. SAUL COMPANY EMPLOYEES' 401(K) RETIREMENT PLAN | BETHESDA MD | 1,576 | $263.3M | $12.3M |
| 2 | AMSOIL, INC. AMSOIL, INC. RETIREMENT SAVINGS PLAN | SUPERIOR WI | 478 | $52.8M | $3.2M |
| 3 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON LLP MASTER TRUST | BALTIMORE MD | — | $119.7M | $2.2M |
| 4 |
| C.R. MEYER AND SONS COMPANY C.R. MEYER AND SONS COMPANY EMPLOYEES PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
OSHKOSH WI |
| 265 |
| $58.1M |
| $2.0M |
| 5 | JOE DANIELS CONSTRUCTION COMPANY, INC. JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN | MADISON WI | 80 | $40.0M | $1.1M |
| 6 | MILWAUKEE VALVE CO., LLC MILWAUKEE VALVE COMPANY, LLC EMPLOYEES' SAVINGS PLAN AND TRUST | NEW BERLIN WI | 374 | $52.5M | $236K |
| 7 | NOG, INC. NOG, INC. 401(K) PLAN | SUSSEX WI | 70 | $8.1M | $213K |
| 8 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $105K |
