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 | SPENCER FANE LLP SPENCER FANE RETIREMENT PLAN | KANSAS CITY MO | 910 | $263.8M | $12.1M |
| 2 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M | $9.6M |
| 3 | BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 RETIREMENT SECURITY FUND STEAMFITTERS LOCAL 449 RETIREMENT SECURITY FUND | HARMONY PA | 3,462 |
| $402.4M |
| $8.3M |
| 4 | KUMON NORTH AMERICA, INC. KUMON NORTH AMERICA, INC. 401(K) PLAN | RUTHERFORD NJ | 294 | $69.3M | $5.2M |
| 5 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 | $142.2M | $4.1M |
| 6 | WALLCOR INC. WALLCOR 401(K) PLAN | GILBERT AZ | 1,119 | $14.5M | $2.2M |
| 7 | DAVID MASON & ASSOCIATES, INC. DAVID MASON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 114 | $12.6M | $1.9M |
| 8 | EARTH SUN MOON TRADING COMPANY EARTH SUN MOON TRADING COMPANY 401K PROFIT SHARING PLAN AND TRUST | GROVE CITY PA | 172 | $10.0M | $1.5M |
| 9 | ALITA CARE HOLDINGS LLC ALITA CARE & AFFILIATES 401(K) PLAN | PHOENIX AZ | 1,122 | $45.6M | $1.4M |
| 10 | CHEMSTATION INTERNATIONAL, INC. CHEMSTATION RETIREMENT SAVINGS PLAN | DAYTON OH | 155 | $19.8M | $959K |
