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 | FANNING/HOWEY ASSOCIATES, INC. FANNING/HOWEY ASSOC., INC. 401(K) PS PLAN | CELINA OH | 120 | $28.5M | $1.4M |
| 2 | ATLANTIC COAST ATHLETIC CLUB, INC. ATLANTIC COAST ATHLETIC CLUB 401(K) PLAN | LIBERTYVILLE IL | 421 | $18.9M | $1.1M |
| 3 | SOMERO ENTERPRISES INC SOMERO ENTERPRISES INC 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS FL | 147 | $24.0M | $853K |
| 4 | DISTRIBUTION MANAGEMENT, INC. DISTRIBUTION MANAGEMENT, INC. 401(K) PLAN | ST. CHARLES MO | 380 | $32.9M | $810K |
| 5 | COLLEGETOWN BAGELS, INC. COLLEGETOWN BAGELS, INC 401(K) PLAN | ITHACA NY | 111 | $10.5M | $688K |
| 6 | R.F. MACDONALD COMPANY R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN | HAYWARD CA | 271 | $49.2M | $620K |
| 7 | NOVATECH, L.L.C. NOVATECH, L.L.C. 401(K) PLAN | BETHLEHEM PA | 158 | $42.1M | $408K |
| 8 | JOHNSON & QUIN, INC. JOHNSON & QUIN, INC. RETIREMENT PLAN | NILES IL | 99 | $12.4M | $405K |
| 9 | ZUMBA FITNESS, LLC ZUMBA FITNESS LLC. 401(K) PLAN | HALLANDALE FL | 152 | $23.7M | $404K |
| 10 | VALDES ENGINEERING COMPANY VALDES ENGINEERING COMPANY RETIREMENT PLAN | LOMBARD IL | 152 | $29.3M | $320K |
