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 | DATA RECOGNITION CORPORATION DATA RECOGNITION CORPORATION EMPLOYEES' BENEFITS PLAN AND TRUST | MAPLE GROVE MN | 1,175 | $205.9M | $4.6M |
| 2 | VALUATION RESEARCH CORPORATION VALUATION RESEARCH CORPORATION EMPLOYEES' PROFIT SHARING PLAN | MILWAUKEE WI | 262 | $82.0M | $3.5M |
| 3 | C.R. MEYER AND SONS COMPANY C.R. MEYER AND SONS COMPANY EMPLOYEES PROFIT SHARING AND RETIREMENT SAVINGS PLAN | OSHKOSH WI | 265 |
| $58.1M |
| $2.2M |
| 4 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $1.3M |
| 5 | KENOSHA BEEF INTERNATIONAL, LTD. KENOSHA BEEF INTERNATIONAL, LTD. MASTER TRUST | KENOSHA WI | — | $34.5M | $1.3M |
| 6 | JOE DANIELS CONSTRUCTION COMPANY, INC. JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN | MADISON WI | 80 | $40.0M | $1.2M |
| 7 | MITEK CORPORATION MITEK EMPLOYEES' RETIREMENT SAVINGS PLAN | WINSLOW IL | 324 | $30.4M | $1.1M |
| 8 | AMSOIL, INC. AMSOIL, INC. RETIREMENT SAVINGS PLAN | SUPERIOR WI | 478 | $52.8M | $897K |
| 9 | HOLZ MOTORS, INC. HOLZ MOTORS, INC. MASTER TRUST | HALES CORNERS WI | — | $15.5M | $356K |
| 10 | JOHN I. HAAS, INC. JOHN I. HAAS, INC. MASTER TRUST | YAKIMA WA | — | $33.1M | $328K |
