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 | $10.5M |
| 2 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SAGINAW MI | 428 | $46.2M | $2.4M |
| 3 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $2.2M |
| 4 |
| THE CINCINNATI REDS, LLC THE CINCINNATI REDS 401(K) PLAN |
CINCINNATI OH |
| 520 |
| $52.5M |
| $1.7M |
| 5 | CARPARTS.COM, INC. CARPARTS.COM, INC. 401(K) PLAN | TORRANCE CA | 1,008 | $26.6M | $1.6M |
| 6 | LAMPREY HEALTH CARE, INC LAMPREY HEALTH CARE 403(B) PLAN | NEWMARKET NH | 208 | $17.7M | $958K |
| 7 | HENNEPIN HEALTHCARE RESEARCH INSTITUTE HENNEPIN HEALTHCARE RESEARCH INSTITUTE 403(B) SAVINGS PLAN | MINNEAPOLIS MN | 228 | $20.1M | $844K |
| 8 | CORUS INTERNATIONAL INC. CORUS INTERNATIONAL INC. 403B PLAN | WASHINGTON DC | 165 | $28.3M | $833K |
| 9 | MONARCH BEHAVIORAL THERAPY BII, LLC DBA/ BEHAVIORAL INNOVATIONS BEHAVIORAL INNOVATIONS RETIREMENT SAVINGS PLAN | ADDISON TX | 2,466 | $4.7M | $790K |
| 10 | JOHN GALT STAFFING, INC. JOHN GALT STAFFING, INC. RETIREMENT SAVINGS PLAN | BURLINGTON MA | 121 | $17.2M | $718K |
