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 | $6.3M |
| 2 | PECO FOODS, INC. PECO FOODS, INC. RETIREMENT SAVINGS PLAN | TUSCALOOSA AL | 6,238 | $129.4M | $3.5M |
| 3 | IMAGE FIRST HOLDINGS, LLC IMAGE FIRST HOLDINGS, LLC RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,934 | $66.9M | $1.4M |
| 4 |
| ALTER COMPANIES, INC. ALTER 401(K) RETIREMENT PLAN |
CREVE COEUR MO |
| 1,381 |
| $131.0M |
| $998K |
| 5 | BOARD OF TRUSTEES OF THE NHCA AND AFFILIATES RET AND SAVINGS PLAN NHCA AND AFFILIATES RETIREMENT AND SAVINGS PLAN | VALLEY STREAM NY | 11,467 | $227.7M | $840K |
| 6 | SCHOLLE CORPORATION SCHOLLE CORPORATION EMPLOYEES' 401(K) SAVINGS PLAN | NORTHLAKE IL | 1,084 | $87.2M | $782K |
| 7 | URM STORES, INC. URM 401(K) PLAN | SPOKANE WA | 325 | $58.3M | $678K |
| 8 | THE NORTH HIGHLAND COMPANY LLC THE NORTH HIGHLAND COMPANY 401(K) PLAN | ATLANTA GA | 816 | $146.1M | $575K |
| 9 | MHH HOLDINGS III, LLC MGA HOME HEALTHCARE 401(K) PLAN | SCOTTSDALE AZ | 3,852 | $20.8M | $541K |
| 10 | CAPE FOX SHARED SERVICES CAPE FOX SHARED SERVICES 401K PLAN | CHANTILLY VA | 1,449 | $37.8M | $357K |