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 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $16.7M |
| 2 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $10.7M |
| 3 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $7.1M |
| 4 |
| TAX ANALYSTS TAX ANALYSTS 401(K) RETIREMENT PLAN |
FALLS CHURCH VA |
| 180 |
| $42.4M |
| $7.0M |
| 5 | CONNEXUS CREDIT UNION CONNEXUS CREDIT UNION 401(K) PLAN | WAUSAU WI | 707 | $54.2M | $6.4M |
| 6 | GREAT CLIPS, INC. GREAT CLIPS, INC. 401(K) PLAN | MINNEAPOLIS MN | 260 | $55.7M | $4.5M |
| 7 | SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN VA | 611 | $90.2M | $3.8M |
| 8 | LINDSAY CHEVROLET, LLC LINDSAY AUTOMOTIVE FAMILY RETIREMENT PLAN | ALEXANDRIA VA | 767 | $76.8M | $3.3M |
| 9 | UNITED STATES SOCCER FEDERATION, INC. U.S. SOCCER FEDERATION RETIREMENT PLAN | CHICAGO IL | 343 | $36.1M | $2.7M |
| 10 | G & W EQUIPMENT, INC. G & W EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLOTTE NC | 305 | $25.9M | $2.3M |
