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 | $10.1M |
| 2 | THE CINCINNATI REDS, LLC THE CINCINNATI REDS 401(K) PLAN | CINCINNATI OH | 520 | $52.5M | $3.7M |
| 3 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SAGINAW MI | 428 | $46.2M | $3.5M |
| 4 |
| PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN |
SEATTLE WA |
| 718 |
| $47.1M |
| $3.3M |
| 5 | CARPARTS.COM, INC. CARPARTS.COM, INC. 401(K) PLAN | TORRANCE CA | 1,008 | $26.6M | $2.8M |
| 6 | LTA RESEARCH AND EXPLORATION LLC LTA RESEARCH 401(K) PLAN | SUNNYVALE CA | 279 | $17.0M | $2.6M |
| 7 | CW RESOURCES, INC. 403(B) THRIFT PLAN FOR CW GROUP, INC. | NEW BRITAIN CT | 2,339 | $20.7M | $2.1M |
| 8 | CORUS INTERNATIONAL INC. CORUS INTERNATIONAL INC. 403B PLAN | WASHINGTON DC | 165 | $28.3M | $2.1M |
| 9 | LAMPREY HEALTH CARE, INC LAMPREY HEALTH CARE 403(B) PLAN | NEWMARKET NH | 208 | $17.7M | $2.0M |
| 10 | ENSINGER, INC. ENSINGER, INC. PROFIT SHARING AND 401(K) PLAN | WASHINGTON PA | 308 | $46.6M | $1.8M |
