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 | FREDRIKSON & BYRON PA FREDRIKSON & BYRON PA PROFIT SHARING PLAN | MINNEAPOLIS MN | 806 | $491.0M | $7.7M |
| 2 | HALO BRANDED SOLUTIONS, INC. HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN | STERLING IL | 1,886 | $131.4M | $5.1M |
| 3 | GOLDBERG KOHN LTD. GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN | CHICAGO IL | 121 | $131.9M | $4.1M |
| 4 |
| SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES |
FRANKFURT KY |
| 1,456 |
| $102.8M |
| $3.3M |
| 5 | TOHONO O'ODHAM GAMING ENTERPRISE TOHONO O'ODHAM GAMING ENTERPRISE RETIREMENT SAVINGS PLAN | SAHUARITA AZ | 2,875 | $136.5M | $2.1M |
| 6 | HOT SPRINGS VILLAGE PROPERTY OWNERS ASSOCIATION HOT SPRINGS VILLAGE PROPERTY OWNERS ASSOCIATION 401(K) PLAN | HOT SPRINGS VILLAGE AR | 227 | $10.3M | $1.3M |
| 7 | PEOPLES BANCORP INC. PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN | MARIETTA OH | 1,449 | $130.2M | $857K |
| 8 | HARBORCREEK YOUTH SERVICES HARBORCREEK YOUTH SERVICES RETIREMENT SAVINGS PLAN | HARBORCREEK PA | 119 | $9.0M | $793K |
| 9 | MONTICELLO BANKSHARES, INC. MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN | MONTICELLO KY | 192 | $15.7M | $773K |
| 10 | BAY AGING BAY AGING 401(K) PLAN | URBANNA VA | 335 | $7.1M | $772K |
