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 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $21.4M |
| 2 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN | DENVER CO | 2,483 | $88.5M | $10.6M |
| 3 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 837 | $107.4M | $10.4M |
| 4 |
| CONSTRUCTION PARTNERS, INC. CPI 401(K) PLAN |
DOTHAN AL |
| 4,268 |
| $134.0M |
| $10.0M |
| 5 | HOME BANK NA HOME BANK, N.A. PROFIT SHARING AND 401(K) PLAN | LAFAYETTE LA | 481 | $55.8M | $9.4M |
| 6 | JANICKI INDUSTRIES, INC. JANICKI RETIREMENT PLAN | SEDRO WOOLLEY WA | 1,507 | $82.2M | $8.6M |
| 7 | VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN | WATERLOO IA | 1,520 | $127.1M | $5.8M |
| 8 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $5.6M |
| 9 | BI-CON SERVICES, INC. BI-CON SERVICES, INC. 401(K) PROFIT SHARING PLAN | DERWENT OH | 381 | $69.3M | $5.2M |
| 10 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $5.0M |
