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 | BRPH COMPANIES, INC. BRPH COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MELBOURNE FL | 327 | $55.9M | $1.2M |
| 2 | THE CLEVELAND SOCIETY FOR THE BLIND CLEVELAND SOCIETY FOR THE BLIND 401(K) RETIREMENT PLAN | CLEVELAND OH | 157 | $10.8M | $76K |
| 3 | CAPE COD ACADEMY CAPE COD ACADEMY DC RETIREMENT PLAN | OSTERVILLE MA | 47 | $13.8M | $62K |
| 4 |
| THE PETERSON COMPANIES THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN |
FAIRFAX VA |
| 181 |
| $62.0M |
| $38K |
| 5 | AZPERIO AZPERIO 401(K) PLAN | SCOTTSDALE AZ | 108 | $8.4M | $21K |
