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 | KYOCERA INTERNATIONAL, INC. KYOCERA RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 1,012 | $273.9M | $14.4M |
| 2 | WILKS BROTHERS, LLC WILKS BROTHERS, LLC 401(K) PLAN | CISCO TX | 985 | $68.2M | $3.0M |
| 3 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R SHELL POINT THRIFT PLAN | FORT MYERS FL | 1,075 | $47.4M | $1.0M |
| 4 |
| ELDERLY HOUSING MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN OF ELDERLY HOUSING MANAGEMENT, INC. |
NORTH HAVEN CT |
| 171 |
| $18.6M |
| $353K |
