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 | ALTRES GLOBAL BUSINESS SERVICES, INC. ALTRES 401(K) RETIREMENT PLAN | HONOLULU HI | 5,071 | $163.1M | $1.6M |
| 2 | C2 ESSENTIALS, INC. C2 ESSENTIALS, INC. 401(K) PROFIT-SHARING PLAN | CHANTILLY VA | 1,034 | $81.9M | $1.0M |
| 3 | LEGACY HUMAN RESOURCES LEGACY HUMAN RESOURCES 401(K) PROFIT SHARING PLAN | ENGLEWOOD CO | 440 | $60.3M | $1.0M |
| 4 |
| WALKER INFORMATION, INC. WISER PLAN - WALKER INFORMATION SAVINGS EMPLOYEE RETIREMENT PLAN |
INDIANAPOLIS IN |
| 124 |
| $30.1M |
| $521K |
| 5 | SERVICE FIRST INSURANCE GROUP, LLC INSURE HOMES PARENT, LLC 401(K) PLAN | JACKSONVILLE FL | 271 | $30.2M | $191K |
| 6 | ORTHOPEDIC SURGEONS, LTD. DBA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN | CAMP HILL PA | 306 | $60.8M | $167K |
| 7 | SLAVIC MUTUAL FUND MANAGEMENT CORP. SLAVIC MUTUAL FUNDS MANAGEMENT CO. 401K PLAN | BOCA RATON FL | 259 | $19.7M | $39K |
| 8 | SPIRIT HUMAN RESOURCES, LLC SPIRIT HUMAN RESOURCES, LLC RETIREMENT SAVINGS | OKLAHOMA CITY OK | 379 | $20.0M | $24K |
