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 | SOUTH JERSEY INDUSTRIES, INC. SOUTH JERSEY INDUSTRIES, INC. 401(K) PLAN | FOLSOM NJ | 1,267 | $245.0M | $8.2M |
| 2 | DYNAMIC RESOURCE GROUP, INC. DYNAMIC RESOURCE GROUP EMPLOYEES RETIREMENT PLAN | BERNE IN | 438 | $33.4M | $2.4M |
| 3 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN PA | 503 | $90.6M | $2.3M |
| 4 | FARNSWORTH GROUP, INC. FARNSWORTH GROUP, INC. 401(K) PLAN | BLOOMINGTON IL | 579 | $104.4M | $2.2M |
| 5 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR HOURLY EMPLOYEES | WARREN PA | 348 | $43.2M | $1.2M |
| 6 | SHARED SERVICES, LLC SHARED SERVICES 401(K) PLAN | CINCINNATI OH | 149 | $20.7M | $1.1M |
| 7 | HALL FINANCIAL GROUP, LTD HALL FINANCIAL GROUP EMPLOYEE SAVINGS PLAN & TRUST | DALLAS TX | 281 | $37.4M | $1.0M |
| 8 | BIRLA CARBON USA BIRLA CARBON USA EMPLOYEES SAVINGS PLAN | MARIETTA GA | 361 | $55.5M | $994K |
| 9 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN | DEARBORN MI | 116 | $52.0M | $510K |
| 10 | LOEBER MOTORS, INC. LOEBER MOTORS, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | LINCOLNWOOD IL | 121 | $18.4M | $503K |
