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 | SHUMAKER, LOOP AND KENDRICK, LLP SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN | TOLEDO OH | 503 | $287.0M | $3.9M |
| 2 | US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN | RALEIGH NC | 4,664 | $571.0M | $1.9M |
| 3 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN RI | 503 | $26.0M | $1.2M |
| 4 | NORTHERN BANK & TRUST COMPANY NORTHERN BANK AND TRUST COMPANY 401(K) PLAN | WOBURN MA | 248 | $27.9M | $769K |
| 5 | OTTER PRODUCTS, LLC OTTER PRODUCTS, LLC 401(K) PLAN | FORT COLLINS CO | 725 | $83.5M | $761K |
| 6 | JACKSON PAPER MANUFACTURING COMPANY JACKSON PAPER MANUFACTURING COMPANY RETIREMENT SAVINGS PLAN | SYLVA NC | 205 | $19.6M | $689K |
| 7 | HARVARD MANAGEMENT COMPANY INC. HARVARD MANAGEMENT COMPANY INC. PENSION PLAN | BOSTON MA | 102 | $58.2M | $304K |
| 8 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. PREVAILING WAGE PLAN | LINCOLN RI | 735 | $6.2M | $259K |
| 9 | OXFORD BANK OXFORD BANK EMPLOYEES' RETIREMENT PLAN | OXFORD MI | 140 | $8.5M | $189K |
| 10 | TRIMARK CORPORATION TRIMARK CORPORATION 401K RETIREMENT PLAN | NEW HAMPTON IA | 360 | $25.3M | $176K |
