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 | GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. RETIREMENT PLAN | CHARLOTTE NC | 1,235 | $15.4M | $320K |
| 2 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN | WESTERN SPRINGS IL | 1,310 | $53.3M | $151K |
| 3 | SECURITY STATE BANCSHARES, INC. SECURITY STATE BANCSHARES, INC. 401(K) PLAN | CHARLESTON MO | 171 | $17.0M |
| $71K |
| 4 | POLO LOGISTICS, LLC OUTDOOR NETWORK 401(K) PLAN | OAKLAND PARK FL | 275 | $4.0M | $20K |
| 5 | INSTITUTE FOR COMMUNITY ALLIANCES EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES | DES MOINES IA | 133 | $7.1M | $12K |
