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 | SSOE, INC. SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 1,325 | $285.8M | $6.6M |
| 2 | THE NEW YORK BLOWER COMPANY THE NEW YORK BLOWER COMPANY PROFIT SHARING PLAN AND TRUST | WILLOWBROOK IL | 567 | $73.2M | $2.4M |
| 3 | THERMOSTAT INTERMEDIATE HOLDINGS, LLC PREMISTAR 401(K) PLAN | DEERFIELD IL | 1,803 | $53.5M | $1.0M |
| 4 |
| SAVATREE, LLC SAVATREE, LLC |
BEDFORD HILLS NY |
| 2,877 |
| $81.5M |
| $817K |
| 5 | GROSS, MENDELSOHN & ASSOCIATES, PA GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 133 | $47.5M | $662K |
| 6 | EFCO CORP. EFCO CONTRIBUTION & 401(K) PLAN | DES MOINES IA | 713 | $100.5M | $341K |
| 7 | LITEX INDUSTRIES, INC. LITEX INDUSTRIES, INC. 401(K) PLAN | GRAND PRARIE TX | 327 | $24.8M | $261K |
| 8 | SPACE AGE FUEL, INC. SPACE AGE FUEL, INC. PROFIT SHARING 401(K) PLAN | CLACKAMAS CA | 218 | $6.2M | $104K |
| 9 | COLOR HEALTH, INC. COLOR 401(K) PLAN | BURLINGAME CA | 212 | $34.1M | $85K |
| 10 | IMSAR LLC IMSAR LLC 401(K) PROFIT SHARING PLAN & TRUST | SPRINGVILLE UT | 113 | $8.6M | $76K |
