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 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $8.2M |
| 2 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $6.9M |
| 3 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SAGINAW MI | 428 | $46.2M | $5.1M |
| 4 |
| THE DIME BANK THE DIME BANK 401(K) PLAN |
HONESDALE PA |
| 161 |
| $23.0M |
| $3.6M |
| 5 | WESTERN DISTRIBUTING COMPANY WESTERN DISTRIBUTING COMPANY EMPLOYEES' PROFIT SHARING PLAN & TRUST | DENVER CO | 282 | $17.8M | $3.3M |
| 6 | TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN | BLOOMINGTON MN | 168 | $69.1M | $3.1M |
| 7 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN | EDEN PRAIRIE MN | 1,453 | $20.8M | $3.0M |
| 8 | CARPARTS.COM, INC. CARPARTS.COM, INC. 401(K) PLAN | TORRANCE CA | 1,008 | $26.6M | $2.8M |
| 9 | ENSINGER, INC. ENSINGER, INC. PROFIT SHARING AND 401(K) PLAN | WASHINGTON PA | 308 | $46.6M | $2.7M |
| 10 | THE CINCINNATI REDS, LLC THE CINCINNATI REDS 401(K) PLAN | CINCINNATI OH | 520 | $52.5M | $2.1M |
