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 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $5.2M |
| 2 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $2.1M |
| 3 | CALTROL, INC. CALTROL, INC. 401(K) SAVINGS PLAN | LAS VEGAS NV | 320 | $32.5M | $1.0M |
| 4 |
| LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN |
LIVINGSTON MT |
| 480 |
| $32.5M |
| $439K |
| 5 | PRECISION GRINDING & MANUFACTURING CORP. PRECISION GRINDING & MANUFACTURING CORP. PROFIT SHARING 401(K) RETIREMENT PLAN | ROCHESTER NY | 134 | $13.2M | $425K |
| 6 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $354K |
| 7 | DEMAKES ENTERPRISES, INC. DEMAKES ENTERPRISES PROFIT SHARING PLAN | LYNN MA | 425 | $17.4M | $181K |
| 8 | CYPRESS ENVIRONMENTAL MANAGEMENT, LLC CYPRESS ENVIRONMENTAL MANAGEMENT, LLC 401(K) PLAN | TULSA OK | 247 | $14.1M | $145K |
| 9 | MAGGIE SOTTERO DESIGNS, LLC MAGGIE SOTTERO DESIGNS, LLC RETIREMENT PLAN | SALT LAKE CITY UT | 90 | $11.4M | $99K |
| 10 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $87K |
