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 | LIBERTY UTILITIES SERVICE CORP. LIBERTY UTILITIES NATIONAL 401(K) PLAN | LITCHFIELD PARK AZ | 2,462 | $443.3M | $1.9M |
| 2 | BAPTIST HEALTH CARE CORPORATION BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 5,316 | $298.0M | $1.0M |
| 3 | ALVOGEN GROUP, INC. ALVOGEN GROUP SAVINGS INCENTIVE PLAN | NORWICH NY | 576 | $105.6M | $326K |
| 4 |
| MILLER REFRIGERATION, INC. MILLER REFRIGERATION, INC. PROFIT SHARING PLAN |
BALTIMORE MD |
| 161 |
| $10.8M |
| $229K |
| 5 | HAC, INC. HAC, INC. 401(K) PLAN | OKLAHOMA CITY OK | 2,246 | $28.0M | $220K |
| 6 | FINCANTIERI MARINE SYSTEMS NORTH AMERICA, INC. FINCANTIERI MARINE SYSTEMS NORTH AMERICA, INC. 401(K) SAFE HARBOR PLAN | CHESAPEAKE VA | 139 | $8.2M | $187K |
| 7 | NEIGHBORHOOD ASSOCIATION FOR INTER-CULTURAL AFFAIRS, INC. NAICA RETIREMENT PLAN | BRONX NY | 552 | $2.8M | $104K |
| 8 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN | LEXINGTON MA | 1,060 | $93.1M | $95K |
| 9 | MANITEX INTERNATIONAL INC. MANITEX INTERNATIONAL, INC. EMPLOYEES' 401(K) PLAN | BRIDGEVIEW IL | 234 | $12.2M | $54K |
| 10 | NEW COMMUNITIES, INC. NEW COMMUNITIES, INC. 403(B) PLAN | WESTBROOK ME | 313 | $6.8M | $51K |
