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 | SWA GROUP SWA GROUP PROFIT SHARING AND SAVINGS PLAN | SAUSALITO CA | 215 | $89.0M | $7.3M |
| 2 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $6.0M |
| 3 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M |
| $5.4M |
| 4 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $2.1M |
| 5 | INSITU, INC. INSITU, INC. 401(K) PLAN | BINGEN WA | 527 | $144.0M | $1.6M |
