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 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $2.9M |
| 2 | MATRIX TECHNOLOGIES, INC. MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN | MAUMEE OH | 302 | $80.3M | $2.7M |
| 3 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $1.6M |
| 4 |
| CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN |
RICHMOND VA |
| 994 |
| $201.2M |
| $1.5M |
| 5 | BARILLA AMERICA, INC. BARILLA AMERICA, INC. 401(K) PLAN | NORTHBROOK IL | 620 | $137.9M | $1.4M |
| 6 | CONVATEC INC. CONVATEC INC. SAVINGS AND INVESTMENT PLAN | BRIDGEWATER NJ | 1,399 | $239.4M | $1.3M |
| 7 | J. FRANK ASSOCIATES, LLC JOELE FRANK, WILKINSON BRIMMER KATCHER 401(K) PROFIT SHARING PLAN | NEW YORK NY | 232 | $90.4M | $1.1M |
| 8 | TEAMWORK SERVICES, INC. TEAMWORK SERVICES 401(K) & PROFIT SHARING PLAN | BRUNSWICK GA | 1,521 | $53.9M | $805K |
| 9 | HANTZMON WIEBEL LLP HANTZMON WIEBEL LLP PROFIT SHARING PLAN | CHARLOTTESVILLE VA | 92 | $34.5M | $779K |
| 10 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R SHELL POINT THRIFT PLAN | FORT MYERS FL | 1,075 | $47.4M | $640K |