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 | BREAD FINANCIAL PAYMENTS, INC. BREAD FINANCIAL 401(K) PLAN | COLUMBUS OH | 4,992 | $932.1M | $12.6M |
| 2 | THOMPSON COBURN LLP THOMPSON COBURN LLP 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 787 | $484.3M | $10.9M |
| 3 | WARD AND SMITH, P.A. WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | NEW BERN NC | 248 | $119.5M | $6.8M |
| 4 |
| PRINCETON RADIOLOGY ASSOCIATES, P.A PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN |
PRINCETON NJ |
| 339 |
| $125.3M |
| $2.9M |
| 5 | HARTZELL PROPELLER, INC. HARTZELL PROPELLER, INC. 401(K) PROFIT SHARING PLAN | PIQUA OH | 411 | $68.5M | $2.3M |
| 6 | GREENWAY HEALTH, LLC GREENWAY HEALTH 401(K) PLAN | TAMPA FL | 645 | $106.0M | $1.2M |
| 7 | KLEIN'S SHOPRITE OF MARYLAND KLEIN'S SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN | FOREST HILL MD | 701 | $32.2M | $1.0M |
| 8 | KELLEY BROS. LLC KELLEY BROS. SALARY SAVINGS PLAN | SYRACUSE NY | 309 | $26.0M | $555K |
| 9 | ENCOREVET GROUP LLC ENCOREVET GROUP 401(K) PLAN | GANSEVOORT NY | 1,912 | $61.5M | $531K |
| 10 | BLACK RIVER SYSTEMS COMPANY, INC. BLACK RIVER SYSTEMS COMPANY 401(K) EMPLOYEE RETIREMENT PLAN | UTICA NY | 109 | $13.1M | $452K |
