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 | $9.6M |
| 2 | THE CINCINNATI REDS, LLC THE CINCINNATI REDS 401(K) PLAN | CINCINNATI OH | 520 | $52.5M | $2.3M |
| 3 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SAGINAW MI | 428 | $46.2M | $2.1M |
| 4 |
| MNO-BMADSEN MB 401(K) PLAN |
DOWAGIAC MI |
| 306 |
| $22.4M |
| $1.7M |
| 5 | MONARCH BEHAVIORAL THERAPY BII, LLC DBA/ BEHAVIORAL INNOVATIONS BEHAVIORAL INNOVATIONS RETIREMENT SAVINGS PLAN | ADDISON TX | 2,466 | $4.7M | $1.6M |
| 6 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $1.3M |
| 7 | THE DIME BANK THE DIME BANK 401(K) PLAN | HONESDALE PA | 161 | $23.0M | $1.2M |
| 8 | LTA RESEARCH AND EXPLORATION LLC LTA RESEARCH 401(K) PLAN | SUNNYVALE CA | 279 | $17.0M | $1.0M |
| 9 | CARPARTS.COM, INC. CARPARTS.COM, INC. 401(K) PLAN | TORRANCE CA | 1,008 | $26.6M | $793K |
| 10 | NICO PRODUCTS, INC. THE LINDGREN GROUP 401(K) PLAN | MINNEAPOLIS MN | 230 | $15.3M | $790K |