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 | WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM AL | 703 | $195.9M | $9.0M |
| 2 | DXI CONSTRUCTION, INC. DXI CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | CHURCHVILLE MD | 286 | $13.9M | $410K |
| 3 | THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC. THE PHILADELPHIA ORCHESTRA & KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 319 | $29.7M |
| $120K |
| 4 | S&P USA VENTILATION SYSTEMS, LLC S&P USA VENTILATION SYSTEMS, LLC 401(K) PLAN | JACKSONVILLE FL | 140 | $4.2M | $13K |