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 | ONPOINT COMMUNITY CREDIT UNION ONPOINT COMMUNITY CREDIT UNION 401(K) PLAN | PORTLAND OR | 1,216 | $182.7M | $17.8M |
| 2 | HELM GROUP, INC. HELM GROUP, INC. 401(K) PLAN | FREEPORT IL | 350 | $63.9M | $4.7M |
| 3 | STEAMFITTERS LOCAL 439 STEAMFITTERS LOCAL 439 SUPPLEMENTAL RETIREMENT TRUST | CASEYVILLE IL | 136 | $41.8M | $4.4M |
| 4 |
| UNITED ASSOCIATION OF PLUMBERS LOCAL 360 PLUMBERS LOCAL 360 PENSION PLAN |
COLLINSVILLE IL |
| 131 |
| $32.2M |
| $2.1M |
| 5 | REVENUE MANAGEMENT SOLUTIONS, LLC REVENUE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN | TAMPA FL | 121 | $24.9M | $865K |
