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 | PRIMIS BANK SBA DEFINED CONTRIBUTION PLAN FOR PRIMIS BANK | GLEN ALLEN VA | 593 | $44.4M | $3.2M |
| 2 | RIM LOGISTICS, LTD RIM LOGISTICS, LTD. 401K PLAN | BARTLETT IL | 258 | $15.1M | $2.4M |
| 3 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $1.9M |
| 4 |
| FIRST NATIONAL CORPORATION FIRST NATIONAL CORPORATION 401(K) PLAN |
STRASBURG VA |
| 309 |
| $36.3M |
| $880K |
| 5 | BANK OF BOTETOURT SBA DEFINED CONTRIBUTION PLAN FOR BANK OF BOTETOURT | BUCHANAN VA | 129 | $10.9M | $728K |
| 6 | CAPITAL CENTER, LLC SBA DEFINED CONTRIBUTION PLAN FOR CAPITAL CENTER, | GLEN ALLEN VA | 85 | $9.1M | $566K |
| 7 | NATIONAL BANKSHARES INC. RETIREMENT ACCUMULATION PLAN NATIONAL BANKSHARES, INC. RETIREMENT ACCUMULATION PLAN | BLACKSBURG VA | 206 | $18.2M | $559K |
| 8 | FARMERS & MERCHANTS BANK SBA DEFINED CONTRIBUTION PLAN FOR FARMERS & MERCHANTS BANK | TIMBERVILLE VA | 180 | $11.1M | $551K |
| 9 | SKYLINE NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR SKYLINE NATIONAL BANK | INDEPENDENCE VA | 237 | $10.6M | $548K |
| 10 | TRUPOINT BANK SBA DEFINED CONTRIBUTION PLAN FOR TRUPOINT BANK | GRUNDY VA | 121 | $11.4M | $322K |
