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 | SUMMIT POLYMERS, INC. SUMMIT POLYMERS, INC. EMPLOYEES' PROFIT SHARING PLAN | PORTAGE MI | 1,921 | $116.7M | $3.9M |
| 2 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $3.5M |
| 3 | AMERICAN PETROLEUM INSTITUTE AMERICAN PETROLEUM INSTITUTE 401(K) DEFINED CONTRIBUTION PLAN | WASHINGTON DC | 307 | $138.5M |
| $3.2M |
| 4 | BELIMO AIRCONTROLS (USA), INC. BELIMO AMERICAS SAVINGS PLAN | DANBURY CT | 514 | $80.9M | $2.4M |
| 5 | QUALUS CORP QUALUS 401(K) PLAN | LAKE MARY FL | 1,461 | $96.1M | $2.2M |
| 6 | HBT FINANCIAL, INC. HBT FINANCIAL, INC. EMPLOYEES PROFIT SHARING TRUST | BLOOMINGTON IL | 819 | $95.0M | $2.0M |
| 7 | ESHARES, INC. DBA CARTA INC. ESHARES, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,152 | $129.0M | $1.7M |
| 8 | GAMMA TECHNOLOGIES, LLC GAMMA TECHNOLOGIES, LLC RETIREMENT PLAN | WESTMONT IL | 145 | $47.2M | $1.6M |
| 9 | BANK-FUND STAFF FEDERAL CREDIT UNION BANK-FUND STAFF FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN | WASHINGTON DC | 344 | $101.0M | $1.6M |
| 10 | MEGASTAR FINANCIAL CORPORATION MEGASTAR FINANCIAL CORPORATION 401(K) PLAN | DENVER CO | 123 | $16.7M | $1.5M |
