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 | ROBINS & MORTON THE ROBINS & MORTON RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,522 | $221.7M | $5.4M |
| 2 | RW TOWNE REALTY LLC RW TOWNE REALTY 401(K) PLAN | CHESAPEAKE VA | 129 | $12.2M | $64K |
| 3 | PATRIOT FEDERAL CREDIT UNION PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | CHAMBERSBURG PA | 178 | $17.6M | $40K |
