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 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN | CHARLOTTE NC | 1,217 | $256.2M | $1.7M |
| 2 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $1.6M |
| 3 | HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG PA | 375 | $56.5M | $982K |
| 4 | SCOUT ENERGY MANAGEMENT, LLC SCOUT ENERGY MANAGEMENT, LLC 401(K) P/S PLAN | DALLAS TX | 977 | $91.6M | $897K |
| 5 | AVITA DRUGS, LLC AVITA 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 563 | $41.6M | $407K |
| 6 | THE MOREY CORPORATION THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 327 | $25.1M | $334K |
| 7 | SMITH GARDENS, INC. SMITH GARDENS 401(K) PLAN | BELLINGHAM WA | 445 | $13.1M | $291K |
| 8 | MCCLURE ENGINEERING CO. MCCLURE ENGINEERING CO. RETIREMENT PLAN | CLIVE IA | 265 | $30.8M | $274K |
| 9 | READY FOODS, INC. READY FOODS, INC. EMPLOYEES SAVINGS PLAN | DENVER CO | 200 | $18.0M | $246K |
| 10 | FIRSTFLEET, INC FIRSTFLEET, INC. 401(K) PLAN | MURFREESBORO TN | 3,181 | $48.4M | $195K |
