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 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $10.0M |
| 2 | LINDSAY CHEVROLET, LLC LINDSAY AUTOMOTIVE FAMILY RETIREMENT PLAN | ALEXANDRIA VA | 767 | $76.8M | $9.9M |
| 3 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $6.6M |
| 4 |
| TAX ANALYSTS TAX ANALYSTS 401(K) RETIREMENT PLAN |
FALLS CHURCH VA |
| 180 |
| $42.4M |
| $6.3M |
| 5 | SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN VA | 611 | $90.2M | $5.8M |
| 6 | JOHNSON & BELL, LTD. JOHNSON & BELL, LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 165 | $109.9M | $5.7M |
| 7 | WARFEL CONSTRUCTION COMPANY WARFEL CONSTRUCTION COMPANY PROFIT SHARING PLAN | EAST PETERSBURG PA | 262 | $18.5M | $3.5M |
| 8 | CONNEXUS CREDIT UNION CONNEXUS CREDIT UNION 401(K) PLAN | WAUSAU WI | 707 | $54.2M | $3.5M |
| 9 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $3.2M |
| 10 | GENESIS MEDICAL ASSOCIATES, INC. GENESIS MEDICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 251 | $49.5M | $2.7M |
