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 | CARLISLE, LLC CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | SCOTTSDALE AZ | 4,433 | $869.7M | $15.8M |
| 2 | ALTER COMPANIES, INC. ALTER 401(K) RETIREMENT PLAN | CREVE COEUR MO | 1,381 | $131.0M | $6.5M |
| 3 | SMS DATA PRODUCTS GROUP, INC. SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | MC LEAN VA | 627 | $84.3M | $1.4M |
| 4 |
| FIRST BANK CHICAGO FIRST BANK CHICAGO RETIREMENT PLAN |
HIGHLAND PARK IL |
| 144 |
| $50.5M |
| $1.3M |
| 5 | PRESTAGE FARMS, INC. PRESTAGE FARMS EMPLOYEES 401(K) PROFIT SHARING PLAN | CLINTON NC | 2,343 | $96.8M | $1.3M |
