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 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $5.4M |
| 2 | LAWLEY, LLC LAWLEY RETIREMENT PLAN | BUFFALO NY | 568 | $106.0M | $4.1M |
| 3 | ALTO INGREDIENTS, INC. ALTO INGREDIENTS, INC. 401(K) PLAN | PEKIN IL | 434 | $80.2M | $4.1M |
| 4 |
| ERIEZ MANUFACTURING CO. ERIEZ MANUFACTURING CO. PROFIT SHARING/ 401(K) PLAN |
ERIE PA |
| 357 |
| $94.7M |
| $3.7M |
| 5 | FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. PROFIT SHARING AND SAVINGS PLAN | GENEVA IL | 255 | $45.6M | $2.4M |
| 6 | KUKA SYSTEMS NORTH AMERICA LLC KUKA RETIREMENT SAVINGS PLAN | STERLING HEIGHTS MI | 1,297 | $221.7M | $2.1M |
| 7 | AGI-CFI HOLDINGS, INC. AGI-CFI HOLDINGS, INC. 401(K) PLAN | MIAMI FL | 9,861 | $34.3M | $1.7M |
| 8 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $1.0M |
| 9 | SOUTHWEST HUMAN DEVELOPMENT, INC. SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | PHOENIX AZ | 730 | $44.2M | $995K |
| 10 | JPW INDUSTRIES, INC. JPW INDUSTRIES EMPLOYEES RETIREMENT PLAN | LA VERGNE TN | 263 | $24.8M | $949K |
