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 | SHORE UNITED BANK SHORE UNITED BANK 401K PLAN | EASTON MD | 589 | $71.8M | $4.1M |
| 2 | RENAISSANCE LAKEWOOD, LLC RENAISSANCE LAKEWOOD, LLC. 401(K) PLAN | LAKEWOOD NJ | 366 | $53.2M | $3.6M |
| 3 | ELECTROSTIM MEDICAL SERVICES, INC. ELECTROSTIM MEDICAL SERVICES, INC. SAFE HARBOR 401(K) PLAN | TAMPA FL | 234 | $23.9M | $3.0M |
| 4 |
| NATIONS RELIABEL LENDING, LLC NATIONAL RELIABLE LENDING LLC 401(K) PROFIT SHARING PLAN AND TRUST |
HOUSTON TX |
| 524 |
| $10.2M |
| $713K |