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 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $4.5M |
| 2 | SFS GROUP USA, INC. SFS GROUP USA 401(K) PLAN | WYOMISSING PA | 1,561 | $113.8M | $1.8M |
| 3 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $1.7M |
| 4 |
| ALBERT & MACKENZIE, LLP ALBERT & MACKENZIE, LLP 401(K) PROFIT SHARING PLAN |
AGOURA HILLS CA |
| 343 |
| $28.3M |
| $907K |
| 5 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $559K |
| 6 | LULUS FASHION LOUNGE HOLDINGS INC LULUS FASHION LOUNGE 401K PLAN | CHICO CA | 559 | $17.9M | $347K |
| 7 | SOUTHVIEW SENIOR LIVING MANAGEMENT LLC SOUTHVIEW SENIOR COMMUNITIES 401(K) PLAN | LILYDALE MN | 451 | $14.2M | $313K |
| 8 | LNPRODUCTION, INC. INPRODUCTION, INC. RETIREMENT SAVINGS PLAN | WARRENVILLE IL | 571 | $11.4M | $271K |
| 9 | P.W. GILLIBRAND CO., INC. P.W. GILLIBRAND COMPANY TAX-DEFERRED SAVINGS PLAN | SIMI VALLEY CA | 215 | $25.2M | $237K |
| 10 | AFFORDABLE HOME HEALTH CARE LLC AFFORDABLE HOME HEALTH CARE 401(K) PROFIT SHARING PLAN & TRUST | GRANDVIEW OH | 412 | $9.7M | $197K |
