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 | GREYSTAR MANAGEMENT SERVICES, LLC. GREYSTAR 401(K) PLAN | IRVING TX | 20,689 | $757.4M | $10.5M |
| 2 | OLDS PRODUCTS CO. OF ILLINOIS OLDS PRODUCTS COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN | PLEASANT PRAIRIE WI | 197 | $14.6M | $3.3M |
| 3 | CUMMINGS ELECTRICAL, LP CUMMINGS ELECTRICAL 401(K) PLAN | FORT WORTH TX | 1,024 | $39.4M | $2.8M |
| 4 |
| CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN |
STERLING HEIGHTS MI |
| 165 |
| $24.2M |
| $2.1M |
| 5 | OPHTHALMIC CONSULTANTS OF LONG ISLAND OPHTHALMIC CONSULTANTS OF LONG ISLAND 401K PLAN | GARDEN CITY NY | 1,096 | $78.4M | $1.2M |
| 6 | BOIRON, INC BOIRON, INC PROFIT SHARING & 401(K) PLAN | NEWTOWN SQUARE PA | 149 | $31.0M | $1.1M |
| 7 | EAGLE FIRE INC. EAGLE FIRE INC 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 471 | $19.7M | $625K |
| 8 | THE IRIS GROUP THE IRIS GROUP INC. 401(K) RETIREMENT SAVINGS PLAN | CARLSBAD CA | 90 | $15.4M | $560K |
| 9 | SOUTHEAST MORTGAGE OF GEORGIA, INC. SOUTHEAST MORTGAGE OF GEORGIA, INC. 401(K) PLAN | DULUTH GA | 147 | $10.0M | $473K |
| 10 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $328K |
