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 | STERLING-RICE GROUP, INC. STERLING-RICE GROUP, INC. 401(K) PROFIT SHARING PLAN | BOULDER CO | 76 | $20.4M | $2.7M |
| 2 | BROOKHAVEN AT LEXINGTON BROOKHAVEN AT LEXINGTON 403(B) PLAN | LEXINGTON MA | 122 | $19.4M | $2.3M |
| 3 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN | HARRISBURG PA | 1,183 | $283.8M | $1.2M |
| 4 |
| ALLEN BOONE HUMPHRIES ROBINSON LLP ALLEN BOONE HUMPHRIES ROBINSON LLP 401(K) PLAN |
HOUSTON TX |
| 155 |
| $52.7M |
| $873K |
| 5 | INSTITUTE OF GAS TECHNOLOGY GTI SUPPLEMENTAL RETIREMENT ANNUITY PLAN | DES PLAINES IL | 332 | $156.0M | $619K |
| 6 | INSTITUTE OF GAS TECHNOLOGY GAS TECHNOLOGY INSTITUTE RETIREMENT PLAN | DES PLAINES IL | 299 | $102.8M | $604K |
| 7 | SUBSTATION ENGINEERING COMPANY SUBSTATION ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN | READING PA | 217 | $12.9M | $265K |
| 8 | VERNON E. FAULCONER, INC. VERNON E. FAULCONER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TYLER TX | 99 | $18.7M | $143K |
| 9 | AGM CONTAINER CONTROLS, INC. AGM CONTAINER CONTROLS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | TUCSON AZ | 106 | $21.2M | $118K |
| 10 | ROBERT B. OUR CO., INC. ROBERT B. OUR CO., INC. 401(K) PROFIT SHARING PLAN | HARWICH MA | 185 | $20.0M | $115K |
