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 | NAVISITE, LLC REMOTE DBA EXPERTS, LLC 401(K)/PROFIT SHARING PLAN | CRANBERRY TOWNSHIP PA | 0 | $26.7M | $648K |
| 2 | CONFERENCE OF STATE BANK SUPERVISOR CONFERENCE OF STATE BANK SUPERVISORS SAFE HARBOR 401(K) PLAN | WASHINGTON DC | 156 | $52.0M | $315K |
| 3 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $242K |
| 4 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $203K |
| 5 | RUGGERI-JENSEN-AZAR RUGGERI-JENSEN-AZAR 401(K) RETIREMENT PLAN | PLEASANTON CA | 84 | $41.3M | $176K |
| 6 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $157K |
| 7 | BUILTWELL BANCORP INC. BUILTWELL BANCORP INC. 401(K) PLAN | CHATTANOOGA TN | 246 | $22.0M | $78K |
| 8 | ODYSSEY SPACE RESEARCH, L.L.C. ODYSSEY SPACE RESEARCH, L. L. C. 401(K) PLAN | HOUSTON TX | 152 | $24.7M | $71K |
| 9 | SUBARU OF PUYALLUP INC HARNISH AUTO FAMILY RETIREMENT PLAN | PUYALLUP WA | 365 | $12.5M | $23K |
