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 | ESSENTIAL HEALTH ESSENTIA HEALTH 403(B) PLAN | DULUTH MN | 1,010 | $90.4M | $18.7M |
| 2 | BUCKINGHAM, DOOLITTLE & BURROUGHS BUCKINGHAM, DOOLITTLE & BURROUGHS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | AKRON OH | 143 | $57.2M | $7.2M |
| 3 | WEATHER SHIELD MFG., INC. THE WEATHER SHIELD RETIREMENT PLAN | MEDFORD WI | 761 | $89.0M | $7.0M |
| 4 |
| ADMIRAL BEVERAGE CORPORATION ADMIRAL BEVERAGE CORPORATION 401(K) PLAN |
WORLAND WY |
| 1,917 |
| $168.6M |
| $5.6M |
| 5 | NORTHERN OHIO MEDICAL SPECIALISTS, LLC NOMS 401(K) PROFIT SHARING PLAN | SANDUSKY OH | 1,257 | $117.2M | $5.5M |