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 | HALF PRICE BOOKS RECORDS MAGAZINES INC. HALF PRICE BOOKS 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,880 | $115.4M | $7.2M |
| 2 | FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN | MENOMONEE FALLS WI | 1,937 | $125.8M | $6.0M |
| 3 | BOARD OF TRUSTEES - UMWA CASH DEFERRED SAVINGS PLAN OF 1988 UNITED MINE WORKERS OF AMERICA CASH DEFERRED SAVINGS PLAN OF 1988 | WASHINGTON DC |
| 2,247 |
| $234.8M |
| $5.5M |
| 4 | WISCONSIN DIAGNOSTIC LABORATORIES WISCONSIN DIAGNOSTIC LABORATORIES RETIREMENT SAVINGS PLAN AND TRUST | MILWAUKEE WI | 442 | $59.8M | $3.4M |
| 5 | STONERIDGE, INC. STONERIDGE INC. 401(K) RETIREMENT PLAN | NOVI MI | 678 | $112.3M | $2.7M |