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 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $6.1M |
| 2 | THE DIME BANK THE DIME BANK 401(K) PLAN | HONESDALE PA | 161 | $23.0M | $4.4M |
| 3 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SAGINAW MI | 428 | $46.2M | $4.3M |
| 4 |
| LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN |
WILMINGTON NC |
| 1,037 |
| $130.0M |
| $3.0M |
| 5 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN | EDEN PRAIRIE MN | 1,453 | $20.8M | $2.5M |
| 6 | HENNEPIN HEALTHCARE RESEARCH INSTITUTE HENNEPIN HEALTHCARE RESEARCH INSTITUTE 403(B) SAVINGS PLAN | MINNEAPOLIS MN | 228 | $20.1M | $2.3M |
| 7 | TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN | BLOOMINGTON MN | 168 | $69.1M | $2.1M |
| 8 | NICO PRODUCTS, INC. THE LINDGREN GROUP 401(K) PLAN | MINNEAPOLIS MN | 230 | $15.3M | $1.9M |
| 9 | WESTERN DISTRIBUTING COMPANY WESTERN DISTRIBUTING COMPANY EMPLOYEES' PROFIT SHARING PLAN & TRUST | DENVER CO | 282 | $17.8M | $1.8M |
| 10 | ENSINGER, INC. ENSINGER, INC. PROFIT SHARING AND 401(K) PLAN | WASHINGTON PA | 308 | $46.6M | $1.6M |
