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 | RUTAN & TUCKER, LLP RUTAN & TUCKER, LLP PROFIT SHARING PLAN | IRVINE CA | 173 | $170.6M | $5.1M |
| 2 | TRANS NATIONAL GROUP SERVICES LLC TRANS NATIONAL GROUP SERVICES LLC 401(K) PROFIT SHARING PLAN | NATICK MA | 108 | $27.8M | $1.6M |
| 3 | PRECISE TOOL & MANUFACTURING, INC. PRECISE TOOL & MANUFACTURING, INC. PROFIT SHARING & 401(K) PLAN | ROCHESTER NY | 242 | $22.5M | $968K |
| 4 | RUTAN & TUCKER, LLP RUTAN & TUCKER, LLP 401(K) PLAN | IRVINE CA | 85 | $19.1M | $774K |
| 5 | BISCO, INC. BISCO, INC. 401(K) PROFIT SHARING PLAN | SHAUMBURG IL | 142 | $26.7M | $613K |
| 6 | REAL FOUNDATIONS, INC. REAL FOUNDATIONS, INC. 401(K) PLAN | DALLAS TX | 122 | $31.4M | $538K |
| 7 | SECURITY FINANCIAL BANK SECURITY FINANCIAL BANK 401(K) SAVINGS PLAN | EAU CLAIRE WI | 130 | $13.5M | $485K |
| 8 | FAGEN, INC. FAGEN, INC. 401(K) PLAN | GRANITE FALLS MN | 625 | $29.4M | $242K |
| 9 | RESORTCOM INTERNATIONAL, LLC RESORTCOM INTERNATIONAL 401(K) PLAN | LAS VEGAS NV | 197 | $7.6M | $217K |
| 10 | CASTLE RESORTS & HOTELS, INC. CASTLE RESORTS & HOTELS 401(K) RETIREMENT PLAN | HONOLULU HI | 474 | $8.1M | $128K |
