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 | MICHAEL SULLIVAN & ASSOCIATES MICHAEL SULLIVAN & ASSOCIATES 401(K) PROFIT SHARING PLAN | FULLERTON CA | 244 | $16.7M | $1.7M |
| 2 | CARAVEL AUTISM HEALTH, LLC CARAVEL AUTISM HEALTH, LLC 401(K) PLAN | GREEN BAY WI | 1,556 | $15.9M | $1.3M |
| 3 | HIRSCH ELECTRIC, LLC. HIRSCH ELECTRIC, LLC. 401 K PROFIT SHARING PLAN | BALTIMORE MD | 120 | $8.8M | $907K |
| 4 |
| A. J. ROSE MANUFACTURING CO. A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES |
AVON OH |
| 135 |
| $32.0M |
| $733K |
| 5 | NHP INNOVATIONS, LLC MERCOLA GROUP OF COMPANIES 401(K) PLAN | CAPE CORAL FL | 138 | $6.2M | $633K |
| 6 | FABBRICA, LLC FABBRICA, LLC 401(K) PLAN | WINDSOR CT | 98 | $10.7M | $601K |
| 7 | FOGLE'S, INC. FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NEESES SC | 339 | $7.4M | $123K |
| 8 | SAV-MORE DRUG, LLC SAV-MORE DRUG, LLC 401(K) PLAN | TYLER TX | 137 | $9.7M | $71K |
