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 | SUPERIOR ESSEX INC. SUPERIOR ESSEX 401(K) PLAN | ATLANTA GA | 1,286 | $188.1M | $7.3M |
| 2 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $5.7M |
| 3 | LAWLEY, LLC LAWLEY RETIREMENT PLAN | BUFFALO NY | 568 | $106.0M | $3.9M |
| 4 |
PEKIN IL |
| 434 |
| $80.2M |
| $1.8M |
| 5 | FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. PROFIT SHARING AND SAVINGS PLAN | GENEVA IL | 255 | $45.6M | $1.4M |
| 6 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $1.1M |
| 7 | NEAR NORTH MONTESSORI SCHOOL NEAR NORTH MONTESSORI SCHOOL TSA | CHICAGO IL | — | $13.5M | $1.0M |
| 8 | JPW INDUSTRIES, INC. JPW INDUSTRIES EMPLOYEES RETIREMENT PLAN | LA VERGNE TN | 263 | $24.8M | $988K |
| 9 | SUPERIOR ESSEX INC. SAVINGS PLAN FOR HOURLY EMPLOYEES OF SUPERIOR ESSEX INC. | ATLANTA GA | 368 | $25.6M | $977K |
| 10 | SOUTHWEST HUMAN DEVELOPMENT, INC. SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | PHOENIX AZ | 730 | $44.2M | $962K |
