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 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $9.3M |
| 2 | HOME BANK NA HOME BANK, N.A. PROFIT SHARING AND 401(K) PLAN | LAFAYETTE LA | 481 | $55.8M | $6.2M |
| 3 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $2.2M |
| 4 |
| SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN |
BOSTON MA |
| 971 |
| $188.1M |
| $1.7M |
| 5 | COMHAR, INC. COMHAR 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 469 | $12.3M | $1.2M |
| 6 | BI-CON SERVICES, INC. BI-CON SERVICES, INC. 401(K) PROFIT SHARING PLAN | DERWENT OH | 381 | $69.3M | $1.2M |
| 7 | PLANNED PARENTHOOD OF NORTHERN, CENTRAL AND SOUTHERN NEW JERSEY PLANNED PARENTHOOD NCSNJ RETIREMENT PLAN | MORRISTOWN NJ | 176 | $16.1M | $1.2M |
| 8 | VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN | WATERLOO IA | 1,520 | $127.1M | $1.1M |
| 9 | THOMPSON MOTOR GROUP, INC. THE THOMPSON ORGANIZATION 401(K) INCENTIVE SAVINGS PLAN | DOYLESTOWN PA | 447 | $57.2M | $1.1M |
| 10 | JANICKI INDUSTRIES, INC. JANICKI RETIREMENT PLAN | SEDRO WOOLLEY WA | 1,507 | $82.2M | $1.0M |
