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 | C&S WORLDWIDE HOLDINGS, INC. C & S COMPANIES 401(K) PLAN | SYRACUSE NY | 582 | $106.0M | $7.9M |
| 2 | HEAPY ENGINEERING HEAPY ENGINEERING, INC. SAVINGS PLAN | DAYTON OH | 250 | $38.2M | $7.3M |
| 3 | GARBER MANAGEMENT GROUP, INC. GMG EMPLOYEES SAVINGS PLAN | SAGINAW MI | 2,211 | $126.5M | $7.1M |
| 4 |
| ENI US OPERATING CO. INC. ENI US OPERATING CO. INC. SAVINGS AND INVESTMENT PLAN |
HOUSTON TX |
| 207 |
| $112.4M |
| $7.0M |
| 5 | COLLIERS MORTGAGE HOLDINGS LLC COLLIERS MORTGAGE HOLDINGS LLC EMPLOYEE 401(K) PLAN | MINNEAPOLIS MN | 330 | $90.2M | $6.6M |
| 6 | BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP BROOKS PIERCE RETIREMENT AND SAVINGS PLAN | GREENSBORO NC | 183 | $154.7M | $5.7M |
| 7 | BURNS ENGINEERING, INC. BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 339 | $66.4M | $5.1M |
| 8 | WADHAMS ENTERPRISES, INC. WADHAMS ENTERPRISES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | PHELPS NY | 679 | $36.5M | $4.8M |
| 9 | STEPPING STONES HEALTHCARE SERVICES, LLC THE STEPPING STONES GROUP RETIREMENT PLAN | BOSTON MA | 14,977 | $104.0M | $4.8M |
| 10 | SAVATREE, LLC SAVATREE, LLC | BEDFORD HILLS NY | 2,877 | $81.5M | $4.5M |
