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 | THE COUNTRY VINTNER, INC. D/B/A WINEBOW WINEBOW 401(K) PLAN | GLEN ALLEN VA | 1,363 | $144.0M | $3.3M |
| 2 | KUKA SYSTEMS NORTH AMERICA LLC KUKA RETIREMENT SAVINGS PLAN | STERLING HEIGHTS MI | 1,297 | $221.7M | $1.4M |
| 3 | MCCOY GROUP, INC. MCCOY GROUP, INC. 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 4,021 | $266.7M | $1.3M |
| 4 |
| 1ST FINANCIAL BANK USA 1ST FINANCIAL BANK USA PROFIT SHARING PLAN & TRUST |
DAKOTA DUNES SD |
| 239 |
| $65.7M |
| $941K |
| 5 | TRUE CAPITAL PARTNERS, LLC TRUE CAPITAL PARTNERS 401(K) PLAN | PHILADELPHIA PA | 549 | $49.2M | $826K |
| 6 | LAWLEY, LLC LAWLEY RETIREMENT PLAN | BUFFALO NY | 568 | $106.0M | $762K |
| 7 | WATERS & KRAUS, LLP WATERS & KRAUS, L.L.P. RETIREMENT PLAN | DALLAS TX | 98 | $28.7M | $705K |
| 8 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $681K |
| 9 | SAIPEM AMERICA, INC. SAIPEM AMERICA, INC. EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 205 | $26.5M | $679K |
| 10 | MIDAMERICA ORTHOPAEDICS S.C. MIDAMERICA ORTHOPAEDICS, S.C. PROFIT SHARING 401(K) PLAN | MOKENA IL | 125 | $13.3M | $389K |
