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 | FORREST T. JONES & COMPANY, INC. FORREST T. JONES & COMPANY INC. EMPLOYEES 401(K) PLAN | KANSAS CITY MO | 331 | $36.0M | $926K |
| 2 | WIRTGEN AMERICA, INC. WIRTGEN EMPLOYEE 401(K) PLAN | ANTIOCH TN | 239 | $46.4M | $912K |
| 3 | BARNUM ACQUISITION, LLC H. H. BARNUM COMPANY 401(K) PROFIT SHARING PLAN | BRIGHTON MI | 275 | $38.4M | $759K |
| 4 |
| DESMARAIS LLP DESMARAIS LLP 401(K) PLAN |
NEW YORK NY |
| 143 |
| $38.6M |
| $447K |
| 5 | THE BREWER-GARRETT COMPANY THE BREWER-GARRETT COMPANY 401(K) PS PLAN | MIDDLEBURG HEIGHTS OH | 200 | $24.6M | $440K |
| 6 | BILINGUALS INC BILINGUALS INC. RETIREMENT PLAN | MELVILLE NY | 560 | $15.4M | $438K |
| 7 | ADVANCED RADIOLOGY CONSULTANTS, LLC ADVANCED RADIOLOGY CONSULTANTS, LLC PROFIT SHARING PLAN | SHELTON CT | 271 | $70.9M | $411K |
| 8 | STAHL (USA) INC. STAHL (USA) 401(K) PLAN | ITASCA IL | 132 | $28.6M | $319K |
| 9 | INVESTORTOOLS, INC. INVESTORTOOLS, INC. 401(K) RETIREMENT PLAN | COLORADO SPRINGS CO | 136 | $22.0M | $317K |
| 10 | IHC CONSTRUCTION COMPANIES, L.L.C. IHC CONSTRUCTION COMPANIES LLC PS & SVGS PLAN | ELGIN IL | 96 | $25.5M | $274K |
