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 | ITHINK FINANCIAL CREDIT UNION ITHINK FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | DELRAY BEACH FL | 343 | $47.0M | $2.4M |
| 2 | WINSOUTH CREDIT UNION WINSOUTH CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | GADSDEN AL | 88 | $11.8M | $1.2M |
| 3 | MICHAEL SKURNIK WINES, INC. MICHAEL SKURNIK WINES, INC. 401(K) PROFIT SHARING PLAN & TRUST | JERICHO NY | 228 |
| $31.2M |
| $254K |
| 4 | UNIVERSITY CREDIT UNION UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST | LOS ANGELES CA | 134 | $16.2M | $109K |
| 5 | AVENIR FINANCIAL FEDERAL CREDIT UNION AVENIR FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | YUMA AZ | 96 | $5.6M | $9K |
| 6 | CABRILLO CREDIT UNION CABRILLO CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 71 | $8.1M | $5K |
