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 | CONSTRUCTION PARTNERS, INC. CPI 401(K) PLAN | DOTHAN AL | 4,268 | $134.0M | $9.0M |
| 2 | TRI-COUNTIES BANK TRI-COUNTIES BANK 401(K) PLAN | CHICO CA | 1,163 | $83.1M | $7.9M |
| 3 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $7.5M |
| 4 |
| LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN |
CHARLOTTE NC |
| 837 |
| $107.4M |
| $6.8M |
| 5 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $6.2M |
