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 | CLARKSON EYECARE, INC. EYECARE PARTNERS 401(K) PLAN | BALLWIN MO | 7,775 | $511.8M | $7.6M |
| 2 | ASHCROFT INC. ASHCROFT INC. 401(K) PLAN | STRATFORD CT | 365 | $75.4M | $4.7M |
| 3 | SWISHER INTERNATIONAL INC SWISHER INTERNATIONAL, INC. CAPITAL ACCUMULATION PLAN | JACKSONVILLE FL | 794 | $122.3M | $4.5M |
| 4 |
| WASSERSTROM HOLDINGS, INC. WASSERSTROM HOLDINGS ASSOCIATES 401(K) PLAN |
COLUMBUS OH |
| 1,056 |
| $95.0M |
| $4.3M |
| 5 | WORKHOLDING US HOLDINGS, LLC FORKARDT HARDINGE RETIREMENT PLAN | ELMIRA NY | 379 | $64.4M | $2.4M |
| 6 | GRAHAM CORPORATION GRAHAM CORPORATION INCENTIVE SAVINGS PLAN | BATAVIA NY | 591 | $97.7M | $1.3M |
| 7 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $665K |
| 8 | R. A. PEARSON COMPANY PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST | SPOKANE WA | 180 | $29.3M | $187K |
| 9 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $56K |
