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 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $8.3M |
| 2 | QUARTERRA SERVICES, LLC THE QUARTERRA SERVICES, LLC 401(K) PLAN | CHARLOTTE NC | 569 | $62.9M | $6.4M |
| 3 | HENRY MAYO NEWHALL HOSPITAL HENRY MAYO NEWHALL MEMORIAL HOSPITAL & FOUNDATION RETIREMENT PLAN | VALENCIA CA | 1,851 | $178.4M | $5.9M |
| 4 |
| CETERA FINANCIAL GROUP, INC. CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN |
EL SEGUNDO CA |
| 3,070 |
| $386.6M |
| $5.7M |
| 5 | LEONA ARIZONA EMPLOYMENT GROUP, INC LAEG 401(K) PLAN | PHOENIX AZ | 730 | $27.1M | $3.1M |
| 6 | MANNA, INC. MANNA, INC. 401(K) PLAN | LOUISVILLE KY | 683 | $29.6M | $1.6M |
| 7 | MARK G. ANDERSON CONSULTANTS, INC. MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN | WASHINGTON DC | 226 | $70.8M | $1.0M |
| 8 | FAZIO MECHANICAL SERVICES, INC. FAZIO MECHANICAL SERVICES, INC. PROFIT SHARING PLAN | PITTSBURGH PA | 90 | $12.7M | $612K |
| 9 | NOVOLEX HOLDINGS, LLC NOVOLEX TE 401(K) PLAN | HARTSVILLE SC | 980 | $17.4M | $480K |
| 10 | CONIFER HOLDINGS, INC. CONIFER HOLDINGS, INC. 401(K) PLAN | TROY MI | 52 | $6.9M | $478K |
