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 | KOCH ENTERPRISES, INC. KOCH COMPANIES 401(K) PLAN | EVANSVILLE IN | 2,537 | $284.5M | $5.0M |
| 2 | BRINKMAN INTERNATIONAL GROUP, INC. BRINKMAN INTERNATIONAL GROUP 401(K) PLAN | ROCHESTER NY | 190 | $42.4M | $2.7M |
| 3 | RON JON SURF SHOP OF FLA., INC. RON JON SAVINGS AND INVESTMENT PLAN | COCOA BEACH FL | 251 | $19.8M | $2.1M |
| 4 |
| UNITED BUILT HOMES, LLC UNITED BUILT HOMES 401(K) PROFIT SHARING PLAN |
SHREVEPORT LA |
| 145 |
| $27.1M |
| $1.2M |
| 5 | CREWS BANK & TRUST CREWS BANKING RETIREMENT PLAN | WAUCHULA FL | 371 | $41.9M | $962K |
| 6 | ADVANCED INDUSTRIAL SERVICES, INC. ADVANCED INDUSTRIAL SERVICES, INC. 401(K) PLAN | YORK PA | 133 | $13.0M | $900K |
| 7 | TAYLOR ENTERPRISES INC. TAYLOR ENTERPRISES INC. 401(K) PLAN | SPARTANBURG SC | 171 | $7.5M | $569K |
| 8 | STRATTON LUMBER, INC. STRATTON LUMBER/TRG RETIREMENT SAVINGS PLAN | STRATTON ME | 140 | $11.2M | $439K |
| 9 | NAIL ALLIANCE NORTH AMERICA, INC. NAIL ALLIANCE 401(K) PLAN | BREA CA | 109 | $2.5M | $2K |
