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 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $7.9M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $6.4M |
| 3 | MANASQUAN BANK MANASQUAN BANK 401(K) PLAN | WALL TOWNSHIP NJ | 240 | $38.3M | $1.8M |
| 4 |
ELLICOTT CITY MD |
| 2,106 |
| $40.6M |
| $1.5M |
| 5 | SEAFIELD CENTER, INC. SEAFIELD CENTER, INC. 401(K) PLAN AND TRUST | WESTHAMPTON BEACH NY | 199 | $8.8M | $1.4M |
| 6 | CATELLI BROTHERS, INC. CATELLI BROTHERS, INC. 401(K) PLAN | COLLINGSWOOD NJ | 238 | $15.5M | $1.4M |
| 7 | VISUAL LEASE, LLC VISUAL LEASE, LLC 401(K) PLAN | WOODBRIDGE NJ | 7 | $19.6M | $1.0M |
| 8 | MERLIN INDUSTRIES, INC. MERLIN INDUSTRIES, INC. 401(K) PLAN | HAMILTON NJ | 297 | $13.9M | $806K |
| 9 | EMPLOYEE RETIREMENT PLAN EMPLOYEE RETIREMENT PLAN | RALEIGH NC | 172 | $15.9M | $780K |
| 10 | PHILADELPHIA COUNTRY CLUB PHILADELPHIA COUNTRY CLUB 401(K) RETIREMENT PLAN | GLADWYNE PA | 157 | $7.9M | $515K |
