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 | NEW ENERGY WORKS OF ROCHESTER, INC. NEW ENERGY WORKS OF ROCHESTER, INC. 401 (K) PROFIT SHARING PLAN | FARMINGTON NY | 196 | $12.9M | $4.0M |
| 2 | ANNUAL REVIEWS ANNUAL REVIEWS 403(B) DC PLAN | SAN MATEO CA | 92 | $53.4M | $1.4M |
| 3 | WESTERN TOWBOAT COMPANY WESTERN TOWBOAT COMPANY 401(K) PROFIT SHARING PLAN | SEATTLE WA | 169 | $44.1M | $457K |
| 4 |
| THE MORTON ARBORETUM THE MORTON ARBORETUM 401(K) RETIREMENT PLAN |
LISLE IL |
| 371 |
| $43.3M |
| $338K |
| 5 | LEBANESE AMERICAN UNIVERSITY THE LEBANESE AMERICAN UNIVERSITY 403(B) PLAN | NEW YORK NY | 209 | $42.4M | $92K |
