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 | LEWIS TREE SERVICE, INC. NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN | WEST HENRIETTA NY | 2,513 | $450.8M | $111.3M |
| 2 | EMERGENCY CARE SPECIALISTS, P.C. ECS, P. C. PROFIT SHARING AND SAVINGS PLAN AND TRUST | GRAND RAPIDS MI | 374 | $195.0M | $10.2M |
| 3 | DIGESTIVE HEALTH PARTNERS, P.A. DIGESTIVE HEALTH PARTNERS, P.A. 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 299 | $55.8M |
| $5.2M |
| 4 | INDUSTRIAL MARKETING INC SLAY INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN | ST LOUIS MO | 257 | $21.3M | $4.2M |
| 5 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $3.9M |
| 6 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $3.6M |
| 7 | GUST ROSENFELD P.L.C. GUST ROSENFELD P. L. C. RETIREMENT PLAN | PHOENIX AZ | 96 | $43.4M | $3.6M |
| 8 | FLORIDA FAMILY INSURANCE SERVICES, LLC FLORIDA FAMILY INSURANCE 401(K) PLAN | JACKSONVILLE FL | 92 | $20.9M | $3.3M |
| 9 | CHAPEL HILL TIRE COMPANY, INC. CHAPEL HILL TIRE COMPANY, INC. RETIREMENT PLAN | CHAPEL HILL NC | 139 | $12.0M | $3.1M |
| 10 | HUTCHINSON AEROSPACE & INDUSTRY, INC. HUTCHINSON AEROSPACE & INDUSTRY, INC. 401(K) PLAN | HOPKINTON MA | 498 | $65.9M | $2.4M |
