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 | RICHARD A. ALAIMO ASSOCIATES RICHARD A. ALAIMO ASSOCIATES SAVINGS AND INVESTMENT PLAN | MOUNT HOLLY NJ | 97 | $41.3M | $5.3M |
| 2 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $529K |
| 3 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $423K |
| 4 |
| DETROIT ENTERTAINMENT, L.L.C. DETROIT ENTERTAINMENT, L.L.C. PROFIT SHARING AND 401(K) PLAN |
DETROIT MI |
| 1,482 |
| $115.0M |
| $327K |
| 5 | MIDTOWN COMMUNITY HEALTH CENTER, INC. MIDTOWN COMMUNITY HEALTH CENTER 403(B) PLAN | OGDEN UT | 184 | $14.2M | $170K |
| 6 | MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN | WILMINGTON DE | 162 | $69.0M | $152K |
| 7 | HARROGATE INCORPORATED HARROGATE EMPLOYEES ANNUITY PLAN | LAKEWOOD NJ | 208 | $6.2M | $147K |
| 8 | CHARTWELL MIDWEST WISCONSIN LLC, DBA UW HEALTH CARE DIRECT CHARTWELL MIDWEST WISCONSIN RETIREMENT PLAN | MIDDLETON WI | 265 | $26.8M | $88K |
| 9 | LOUREIRO ENGINEERING ASSOCIATES, INC. LOUREIRO ENGINEERING ASSOCIATES, INC 401(K) PLAN | PLAINVILLE CT | 163 | $25.3M | $77K |
| 10 | BEAUCHAMP DISTRIBUTING COMPANY BEAUCHAMP DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN | COMPTON CA | 118 | $7.8M | $74K |
