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 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $2.0M |
| 2 | APRIO HOLDINGS LLC APRIO EMPLOYEES RETIREMENT PLAN | ATLANTA GA | 1,652 | $218.1M | $375K |
| 3 | LEGACY.COM, INC. LEGACY.COM 401(K) PLAN | CHICAGO IL | 331 | $16.6M | $301K |
| 4 |
FORT MYERS FL |
| 134 |
| $14.9M |
| $281K |
| 5 | GEORGIA UTILITY CONTRACTORS ASSOCIATION, INC. CONTRACTORS RETIREMENT PLAN | FOREST PARK GA | 1,400 | $35.8M | $231K |
| 6 | MONTEREY SPINE & JOINT MONTEREY SPINE & JOINT, PC 401(K) PLAN | MONTEREY CA | 177 | $9.9M | $163K |
| 7 | GRIMSHAW SERVICES (USA) INC. GRIMSHAW ARCHITECTS 401(K) RETIREMENT PLAN | NEW YORK NY | 99 | $12.2M | $157K |
| 8 | ERACLIDES, GELMAN, HALL & INDEK, PA ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN | SARASOTA FL | 171 | $20.1M | $154K |
| 9 | RISK THEORY MANAGEMENT, LLC RISK THEORY MANAGEMENT, LLC 401(K) PLAN | ADDISON TX | 432 | $12.6M | $133K |
| 10 | MATRIX NEW WORLD ENGINEERING, LAND SURVEYING, AND LANDSCAPE ARCHITECTU MATRIX NEW WORLD ENGINEERING, LAND SURVEYING AND LANDSCAPE ARCHITECTURE, P.C. 401K PLAN | FLORHAM PARK NJ | 148 | $25.9M | $125K |
