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 | ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. RETIREMENT PLAN | MILWAUKEE WI | 114 | $34.0M | $266K |
| 2 | ANNEX WEALTH MANAGEMENT, LLC ANNEX WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN | BROOKFIELD WI | 148 | $13.9M | $206K |
| 3 | SHEBESTER-BECHTEL, INC. SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | OKLAHOMA CITY OK | 65 | $23.0M |
| $125K |
| 4 | IVCI, LLC IVCI, LLC 401(K) PROFIT SHARING PLAN & TRUST | HAUPPAUGE NY | 71 | $12.4M | $19K |
| 5 | POWERS OF ARKANSAS, INC. POWERS 401(K) PROFIT SHARING PLAN & TRUST | NORTH LITTLE ROCK AR | 303 | $15.3M | $7K |
