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 | CONNECTICUT ORTHOPAEDIC SPECIALISTS P.C. CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN | HAMDEN CT | 648 | $115.2M | $5.6M |
| 2 | WELCH BROS., INC. WELCH BROS., INC. PROFIT SHARING PLAN | ELGIN IL | 205 | $55.5M | $3.0M |
| 3 | OHANA PACIFIC MANAGEMENT CO., INC. OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN | KANEOHE HI | 586 | $11.5M | $462K |
| 4 |
| STRIDE LEARNING CENTER STRIDE LEARNING CENTER 401(K) PLAN |
CHEYENNE WY |
| 77 |
| $11.7M |
| $344K |
| 5 | PACKAGING PERSONIFIED, INC. PACKAGING PERSONIFIED, INC. 401(K) PLAN | CAROL STREAM IL | 191 | $9.5M | $276K |
| 6 | THE CURTIS INSTITUTE OF MUSIC THE CURTIS INSTITUTE OF MUSIC RETIREMENT PLAN | PHILADELPHIA PA | 66 | $13.5M | $221K |
| 7 | EXODUS GLOBAL, LLC EXODUS GLOBAL, LLC 401(K) PLAN | SUPERIOR WI | 137 | $6.8M | $161K |
| 8 | WALLACE IMPORTS OF BRISTOL, INC. WALLACE AUTOMOTIVE EMPLOYEE SAVINGS & PROTECTION PLAN | KINGSPORT TN | 227 | $6.8M | $134K |
| 9 | HOME RUN INN, INC. HOME RUN INN, INC. 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 335 | $12.7M | $108K |
| 10 | VIWINCO, INC. VIWINCO, INC. 401(K) PLAN | MORGANTOWN PA | 367 | $8.2M | $97K |
