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 | UNIVERSAL PROPERTY & CASUALTY UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 958 | $82.7M | $1.5M |
| 2 | GRAND LIVING MANAGEMENT LLC GRAND LIVING MANAGEMENT 401(K) AND PROFIT SHARING PLAN. | MINNEAPOLIS MN | 1,279 | $7.3M | $883K |
| 3 | MUSSELMAN HOTELS, LLC MUSSELMAN HOTELS, LLC RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 267 | $9.9M | $660K |
| 4 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN | WILMINGTON NC | 800 | $16.1M | $631K |
| 5 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $616K |
| 6 | TRIANGLE WAREHOUSE, INC. TRIANGLE WAREHOUSE, INC. 401(K) SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 214 | $6.9M | $216K |
| 7 | QUORUM GROUP LLC DBA TAKE FORM TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST | MEDINA NY | 205 | $8.0M | $177K |
| 8 | JING-JIN ELECTRIC NORTH AMERICA, JING-JIN ELECTRIC NA 401(K) PLAN | FARMINGTON HILLS MI | 128 | $3.9M | $27K |
| 9 | ROSE MEDICAL ROSE MEDICAL 401K PLAN AND TRUST | GRAND RAPIDS MI | 127 | $5.2M | $14K |
