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 | SAPPI NORTH AMERICA, INC. SAPPI NORTH AMERICA, INC. SALARIED INVESTMENT PLAN | BOSTON MA | 749 | $376.8M | $3.7M |
| 2 | SOUTHEASTERN CONTAINER, INC. SOUTHEASTERN CONTAINER, INC. RETIREMENT SAVINGS PLAN | CANDLER NC | 445 | $82.6M | $2.2M |
| 3 | MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN | TYLER TX | 781 | $215.5M | $1.1M |
| 4 | SAPPI NORTH AMERICA, INC. SAPPI NORTH AMERICA, INC. HOURLY INVESTMENT PLAN | BOSTON MA | 1,252 | $282.3M | $803K |
| 5 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $689K |
| 6 | STRATEGIC ALPHA INC. STRATEGIC ALPHA INC. 401(K) RETIREMENT PLAN | ARLINGTON VA | 98 | $66.3M | $460K |
| 7 | ENERGYSAGE, INC ENERGYSAGE 401(K) PLAN | BOSTON MA | 101 | $5.4M | $5K |
| 8 | NATIONAL OUTDOOR LEADERSHIP SCHOOL NATIONAL OUTDOOR LEADERSHIP SCHOOL TAX SHELTERED ANNUITY PLAN | LANDER WY | 764 | $19.0M | $5K |
