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 | NEWPORT GROUP, INC. LUTZ FINANCIAL POOLED EMPLOYER PLAN | FOLSOM CA | 4,855 | $368.6M | $9.5M |
| 2 | ARGO GROUP US, INC. ARGO GROUP US 401(K) PLAN | SAN ANTONIO TX | 1,587 | $192.6M | $7.8M |
| 3 | COLD SPRING GRANITE COMPANY COLD SPRING GRANITE COMPANY 401(K) RETIREMENT PLAN | COLD SPRING MN | 869 | $139.0M | $6.6M |
| 4 |
| GARBER MANAGEMENT GROUP, INC. GMG EMPLOYEES SAVINGS PLAN |
SAGINAW MI |
| 2,211 |
| $126.5M |
| $4.0M |
| 5 | BELIMO AIRCONTROLS (USA), INC. BELIMO AMERICAS SAVINGS PLAN | DANBURY CT | 514 | $80.9M | $3.8M |
| 6 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $3.3M |
| 7 | BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP BROOKS PIERCE RETIREMENT AND SAVINGS PLAN | GREENSBORO NC | 183 | $154.7M | $3.0M |
| 8 | STO CORP. STO CORP. EMPLOYEES' RETIREMENT PLAN | ATLANTA GA | 209 | $55.4M | $2.7M |
| 9 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $2.1M |
| 10 | FISHER-TITUS HEALTH FISHER-TITUS HEALTH 401(K) PLAN | NORWALK OH | 1,550 | $139.2M | $2.0M |
