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 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN | HARRISBURG PA | 1,183 | $283.8M | $8.8M |
| 2 | THE AMERICAN NATIONAL BANK OF TEXAS THE AMERICAN NATIONAL BANK OF TEXAS 401(K) PROFIT SHARING PLAN | TERRELL TX | 581 | $68.5M | $3.7M |
| 3 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN FOR UNION EMPLOYEES | HARRISBURG PA | 346 | $65.2M |
| $960K |
| 4 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $689K |
| 5 | THE ARTHRITIS FOUNDATION, INC. ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 228 | $36.6M | $614K |
| 6 | SUNNYSIDE PROPERTIES OF SARASOTA, INC. SUNNYSIDE PROPERTIES, INC. RETIREMENT PLAN | SARASOTA FL | 297 | $7.0M | $140K |
| 7 | SOUTH PENINSULA HOSPITAL, INC. SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES | HOMER AK | 154 | $17.4M | $38K |
| 8 | SOUTH PENINSULA HOSPITAL, INC. SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES | HOMER AK | 400 | $9.7M | $15K |
