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 | REALTRUCK GROUP, INC. REALTRUCK RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 4,169 | $143.9M | $2.5M |
| 2 | CONFLUENT HEALTH, LLC CONFLUENT HEALTH, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 7,686 | $204.1M | $2.3M |
| 3 | CRETE MECHANICAL GROUP, INC. CRETE MECHANICAL GROUP, INC. 401(K) PLAN | CHARLOTTE NC | 1,363 | $116.3M | $1.5M |
| 4 |
| SUMCO PHOENIX CORPORATION SUMCO PHOENIX CORPORATION SAVINGS AND RETIREMENT PLAN |
PHOENIX AZ |
| 618 |
| $148.5M |
| $519K |
| 5 | EVANS HOTELS, LLC EVANS HOTELS 401(K) EMPLOYEE RETIREMENT PLAN | SAN DIEGO CA | 1,051 | $35.2M | $487K |
| 6 | SAJAHTERA, INC. DBA THE BEVERLY HILLS HOTEL DORCHESTER COLLECTION 401(K) PLAN | BEVERLY HILLS CA | 817 | $80.6M | $421K |
| 7 | ALPHIA, INC. ALPHIA, INC. 401(K) PLAN | DENVER CO | 844 | $55.5M | $396K |
| 8 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $395K |
| 9 | BAXTER CREDIT UNION (DBA BCU) BCU U.S. RETIREMENT SAVINGS PLAN | VERNON HILLS IL | 624 | $33.5M | $325K |
| 10 | ACCUMEN INC. ACCUMEN 401(K) PLAN | SCOTTSADALE AZ | 356 | $20.4M | $275K |
