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 | WASSERSTROM HOLDINGS, INC. WASSERSTROM HOLDINGS ASSOCIATES 401(K) PLAN | COLUMBUS OH | 1,056 | $95.0M | $6.7M |
| 2 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $4.0M |
| 3 | R. A. PEARSON COMPANY PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST | SPOKANE WA | 180 | $29.3M | $1.9M |
| 4 |
| NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF |
CAMBRIDGE MA |
| 68 |
| $37.9M |
| $120K |
