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 | CAPSPECIALTY, INC. CAPSPECIALTY, INC. 401(K) PLAN | MIDDLETON WI | 322 | $73.2M | $1.7M |
| 2 | HOGAN ASSESSMENT SYSTEMS, INC. HOGAN ASSESSMENTS 401(K) PLAN | TULSA OK | 126 | $15.3M | $594K |
| 3 | HAMPTON JITNEY, INC. HAMPTON JITNEY, INC. 401(K) RETIREMENT SAVINGS PLAN | CALVERTON NY | 157 | $10.7M | $384K |
| 4 |
| GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. RETIREMENT PLAN |
CHARLOTTE NC |
| 1,235 |
| $15.4M |
| $340K |
| 5 | CNHI, LLC CNHI, LLC 401(K) PLAN | MONTGOMERY AL | 565 | $64.2M | $148K |
| 6 | SOUTH ATLANTIC, LLC SOUTH ATLANTIC, LLC 401(K) RETIREMENT PLAN | WILMINGTON NC | 326 | $24.8M | $137K |
| 7 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN | WESTERN SPRINGS IL | 1,310 | $53.3M | $107K |
| 8 | GRUPO ANTOLIN NORTH AMERICA, INC. ANTOLIN 401(K) PLAN | AUBURN HILLS MI | 2,070 | $151.3M | $90K |
| 9 | JACK OHIO FINANCE LLC JACK ENTERTAINMENT RETIREMENT PLAN | CLEVELAND OH | 1,410 | $46.3M | $48K |
| 10 | MAHASKA BOTTLING COMPANY MAHASKA BOTTLING COMPANY 401(K) PLAN | OSKALOOSA IA | 219 | $14.5M | $47K |
