| Fund / entity | Plans holding |
|---|---|
| BTC MODERATE ALLOCATION FUND | 22 |
| BTC GROWTH ALLOCATION FUND | 20 |
| BTC CONSERVATIVE ALLOCATION FUND | 20 |
| BTC AGGRESSIVE ALLOCATION FUND | 19 |
| BTC DIVERSIFIED BOND FUND | 15 |
| BTC INCOME ALLOCATION FUND | 10 |
| BTC DIVERSIFIED EQUITY FUND | 10 |
| BTC SELECT EQUITY | 8 |
| BTC INCOME ALLOCATION | 5 |
| BTC SELECT EQUITY FUND | 5 |
| GOLDMAN SACHS STABLE VALUE COLLECTI | 3 |
| BTC CONSERVATIVE ALLOC FUND | 2 |
| BTC AGGRESSIVE GROWTH ALLOCATION | 2 |
| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COWLES COMPANY COWLES COMPANY RETIREMENT PLAN | SPOKANE, WA | Trustee TRUSTEE | 96 | $107.1M | $193K |
| COWLES COMPANY COWLES COMPANY RETIREMENT PLAN | SPOKANE, WA | Trustee TRUSTEE | 107 | $107.0M | $228K |
| COWLES COMPANY COWLES COMPANY RETIREMENT PLAN | SPOKANE, WA |
| BTC SELECT EQUITY FUND CLASS A |
| 2 |
| BTC AGGRESS GROWTH ALLOC FUND | 1 |
| BTC AGGRESSIVE GROWTH ALLOCATION FU | 1 |
Trustee TRUSTEE |
| 90 |
| $87.1M |
| $249K |
| SUKUP MANUFACTURING COMPANY SUKUP MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | SHEFFIELD, IA | Trustee TRUSTEE | 727 | $75.4M | $324K |
| BROWN WINICK LAW FIRM BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN | DES MOINES, IA | Other NONE | 168 | $62.8M | $11K |
| SUKUP MANUFACTURING COMPANY SUKUP MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | SHEFFIELD, IA | Trustee TRUSTEE | 681 | $59.7M | $280K |
| BROWN WINICK LAW FIRM BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN | DES MOINES, IA | Other NONE | 145 | $54.4M | $17K |
| CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. 401(K) PLAN | MUSCATINE, IA | Other NONE | 283 | $45.1M | $93K |
| BROWN WINICK LAW FIRM BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN | DES MOINES, IA | Other NONE | 130 | $43.3M | $98K |
| BODENSTEINER IMPLEMENT COMPANY BODENSTEINER IMPLEMENT COMPANY RETIREMENT SAVINGS PLAN | ELKADER, IA | Other NONE | 241 | $40.5M | $91K |
| CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. 401(K) PLAN | MUSCATINE, IA | Other NONE | 275 | $38.1M | $72K |
| BODENSTEINER IMPLEMENT COMPANY BODENSTEINER IMPLEMENT COMPANY RETIREMENT SAVINGS PLAN | ELKADER, IA | Other NONE | 255 | $35.0M | $77K |
| CORNERSTONE ADVISORS OF ARIZONA LLC CORNERSTONE ADVISORS OF ARIZONA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SCOTTSDALE, AZ | Other NONE | 208 | $34.5M | $147K |
| CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. 401(K) PLAN | MUSCATINE, IA | Other NONE | 210 | $31.9M | $73K |
| BODENSTEINER IMPLEMENT COMPANY BODENSTEINER IMPLEMENT COMPANY RETIREMENT SAVINGS PLAN | ELKADER, IA | Other NONE | 242 | $29.1M | $73K |
| C J MOYNA & SONS LLC C J MOYNA & SONS, LLC 401(K) RETIREMENT SAVINGS PLAN | ELKADER, IA | Trustee TRUSTEE | 273 | $27.2M | $93K |
| C J MOYNA & SONS LLC C J MOYNA & SONS, LLC 401(K) RETIREMENT SAVINGS PLAN | ELKADER, IA | Trustee TRUSTEE | 373 | $26.2M | $80K |
| CORNERSTONE ADVISORS OF ARIZONA LLC CORNERSTONE ADVISORS OF ARIZONA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SCOTTSDALE, AZ | Other NONE | 161 | $26.0M | $111K |
| CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT, AZ | Recordkeeper RECORDKEEPER | 300 | $25.3M | $55K |
| RESOURCE BANK, N.A. RESOURCE BANK PROFIT SHARING PLAN AND TRUST | DEKALB, IL | Other NONE | 137 | $23.9M | $68K |
| C J MOYNA & SONS LLC C J MOYNA & SONS, LLC 401(K) RETIREMENT SAVINGS PLAN | ELKADER, IA | Trustee TRUSTEE | 333 | $21.7M | $76K |
| RESOURCE BANK, N.A. RESOURCE BANK PROFIT SHARING PLAN AND TRUST | DEKALB, IL | Other NONE | 127 | $20.5M | $58K |
| CORNERSTONE ADVISORS OF ARIZONA LLC CORNERSTONE ADVISORS OF ARIZONA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SCOTTSDALE, AZ | Other NONE | 133 | $19.9M | $98K |
| THE FARMERS AND MERCHANTS BANK THE FAME PLAN | STUTTGART, AR | Recordkeeper RECORDKEEPER/BOOKKEEPER | 250 | $19.3M | $5K |
| RED DEVELOPMENT, LLC RED DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Other NONE | 85 | $18.8M | $7K |
| THE FARMERS AND MERCHANTS BANKSHARES, INCORPORATED THE FAME PLAN | STUTTGART, AR | Trustee TRUSTEE | 271 | $17.9M | $8K |
| RESOURCE BANK, N.A. RESOURCE BANK PROFIT SHARING PLAN AND TRUST | DEKALB, IL | Other NONE | 121 | $17.7M | $62K |
| RED DEVELOPMENT, LLC RED DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Other NONE | 95 | $17.1M | $7K |
| RAINING ROSE, INC. RAINING ROSE, INC. 401(K) PLAN | CEDAR RAPIDS, IA | Other NONE | 267 | $15.7M | $34K |
| RED DEVELOPMENT, LLC RED DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Other NONE | 86 | $14.2M | $26K |
| RAINING ROSE, INC. RAINING ROSE, INC. 401(K) PLAN | CEDAR RAPIDS, IA | Other NONE | 290 | $13.3M | $31K |
| FORTRESS BANK FORTRESS BANK PROFIT SHARING PLAN | LA HARPE, IL | Other NONE | 111 | $11.1M | $2K |
| RAINING ROSE, INC. RAINING ROSE, INC. 401(K) PLAN | CEDAR RAPIDS, IA | Other NONE | 343 | $11.0M | $47K |
| DYKEMA EXCAVATORS, INC. DE/GRG/COIT 401(K) RETIREMENT PLAN | GRAND RAPIDS, MI | Other NONE | 113 | $10.1M | $32K |
| CEDAR VALLEY CORP., LLC CEDAR VALLEY CORP. , LLC 401(K) RETIREMENT PLAN | WATERLOO, IA | Other NONE | 128 | $9.2M | $37K |
| CEDAR VALLEY CORP., LLC CEDAR VALLEY CORP. , LLC 401(K) RETIREMENT PLAN | WATERLOO, IA | Other NONE | 123 | $9.2M | $52K |
| DBSI, INC. DBSI, INC. 401(K) PLAN | CHANDLER, AZ | Other NONE | 147 | $9.1M | $50K |
| FORTRESS BANK FORTRESS BANK PROFIT SHARING PLAN | LA HARPE, IL | Other NONE | 122 | $9.0M | $1K |
| DBSI, INC. DBSI, INC. 401(K) PLAN | CHANDLER, AZ | Other NONE | 179 | $8.6M | $37K |
| CEDAR VALLEY CORP., LLC CEDAR VALLEY CORP. , LLC 401(K) RETIREMENT PLAN | WATERLOO, IA | Other NONE | 122 | $8.1M | $38K |
| LIGHT METALS CORPORATION LIGHT METALS CORPORATION UAW RETIREMENT INCOME PLAN | WYOMING, MI | Trustee TRUSTEE | 6 | $7.2M | $21K |
| LIGHT METALS CORPORATION LIGHT METALS CORPORATION UAW RETIREMENT INCOME PLAN | WYOMING, MI | Trustee TRUSTEE | 6 | $7.0M | $19K |
| FORTRESS BANK FORTRESS BANK PROFIT SHARING PLAN | LA HARPE, IL | Other NONE | 116 | $6.8M | $2K |
| LIGHT METALS CORPORATION LIGHT METALS CORPORATION UAW RETIREMENT INCOME PLAN | WYOMING, MI | Trustee TRUSTEE | 7 | $6.6M | $19K |
| DBSI, INC. DBSI, INC. 401(K) PLAN | CHANDLER, AZ | Other NONE | 131 | $5.9M | $43K |
| LIGHTHOUSE TITLE, INC. LIGHTHOUSE TITLE GROUP 401(K) PLAN | HOLLAND, MI | Other NONE | 179 | $4.6M | $29K |
| C & L TILING, INC. D/B/A TIMEWELL DRAINAGE PRODUCTS & SERVICES C & L TILING, INC. 401(K) PLAN | TIMEWELL, IL | Other NONE | 226 | $4.6M | $36K |
| LIGHTHOUSE TITLE, INC. LIGHTHOUSE TITLE GROUP 401(K) PLAN | HOLLAND, MI | Other NONE | 126 | $4.1M | $23K |
| EASTER SEALS SOCIETY OF IOWA, INC. EASTER SEALS SOCIETY OF IOWA, INC. | DES MOINES, IA | Other NONE | 276 | $3.3M | $15K |
| LIGHTHOUSE TITLE, INC. LIGHTHOUSE TITLE GROUP 401(K) PLAN | HOLLAND, MI | Other NONE | 115 | $3.1M | $24K |
| EASTER SEALS SOCIETY OF IOWA, INC. EASTER SEALS SOCIETY OF IOWA, INC. | DES MOINES, IA | Other NONE | 343 | $2.9M | $15K |
