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 | GAMMA TECHNOLOGIES, LLC GAMMA TECHNOLOGIES, LLC RETIREMENT PLAN | WESTMONT IL | 145 | $47.2M | $5.8M |
| 2 | NATIONAL MATERIAL, L.P. NATIONAL MATERIAL, L.P. DEFERRED COMPENSATION PLAN 401(K) | ELK GROVE VILLAGE IL | 358 | $62.9M | $5.0M |
| 3 | EFCO CORP. EFCO CONTRIBUTION & 401(K) PLAN | DES MOINES IA | 713 | $100.5M | $4.6M |
| 4 |
| LOCAL 231 IBEW AND IOWA NECA SIOUX CITY DIVISION JOINT BOARD OF TRUST LOCAL 231 IBEW RETIREMENT PLAN |
OMAHA NE |
| 453 |
| $63.4M |
| $3.7M |
| 5 | VIENNA BEEF LTD. VIENNA BEEF LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 225 | $14.7M | $1.9M |
| 6 | GROSS, MENDELSOHN & ASSOCIATES, PA GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 133 | $47.5M | $1.2M |
| 7 | MISSISSIPPI CHILDREN'S HOME SERVICES, INC. DBA CANOPY CHILDR CANOPY CHILDREN'S SOLUTIONS RETIREMENT PLAN | JACKSON MS | 592 | $14.1M | $1.0M |
| 8 | ALKON CORPORATION ALKON CORPORATION PROFIT SHARING PLAN AND TRUST | FREMONT OH | 235 | $10.8M | $978K |
| 9 | PALMS ASSOCIATES, LLC PALMS ASSOCIATES, LLC 401(K)/PROFIT SHARING PLAN | VIRGINIA BEACH VA | 145 | $30.9M | $702K |
| 10 | WELLNESS COACHES USA LLC WELLNESS COACHES USA LLC 401(K) PROFIT SHARING PLAN & TRUST | BLUE BELL PA | 170 | $10.8M | $595K |
