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 | LIBERATED BRANDS, LLC LIBERATED BRANDS, LLC 401(K) PLAN | COSTA MESA CA | 1,067 | $30.6M | $912K |
| 2 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN | EAST LANSING MI | 489 | $54.2M | $614K |
| 3 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $422K |
| 4 |
| CONNORS & ASSOCIATES LLC DBA CONNORS GROUP CONNORS GROUP SAFE HARBOR 401K PROFIT SHARING PLAN |
CANONSBURG PA |
| 118 |
| $20.5M |
| $420K |
| 5 | DYNAMIC ENGINEERING CONSULTANTS DYNAMIC ENGINEERING CONSULTANTS 401(K) P/S PLAN | LAKE COMO NJ | 349 | $25.5M | $389K |
| 6 | CREDIT UNION OF DENVER CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN | LAKEWOOD CO | 164 | $13.7M | $350K |
| 7 | FORTIS CONSTRUCTION INC. FORTIS CONSTRUCTION, INC. EMPLOYEES SAVINGS TRUST | PORTLAND OR | 415 | $51.1M | $323K |
| 8 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $318K |
| 9 | JOHN NALBACH ENGINEERING CO., INC. NALBACH COMPANIES, ET. AL. PROFIT SHARING 401K | COUNTRYSIDE IL | 217 | $11.4M | $290K |
| 10 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. IMPELLAM NA 401(K) PLAN | ATLANTA GA | 4,480 | $92.2M | $205K |
