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 | HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG PA | 375 | $56.5M | $3.8M |
| 2 | AMERICA II GROUP LLC AMERICA II CORP. RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 211 | $41.3M | $3.3M |
| 3 | PVI HOLDINGS, INC. PVI HOLDINGS, INC.401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,006 | $107.8M | $2.9M |
| 4 |
| ADAMS GROUP, INC. ADAMS GROUP, INC. 401(K) PROFIT SHARING PLAN |
ARBUCKLE CA |
| 183 |
| $21.2M |
| $2.1M |
| 5 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $1.3M |
| 6 | RALEIGH RADIOLOGY ASSOCIATES, INC. RALEIGH RADIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN | RALEIGH NC | 219 | $70.5M | $1.0M |
| 7 | JOSEPH JINGOLI & SON, INC. JOSEPH JINGOLI & SON, INC. 401(K) PLAN | LAWRENCEVILLE NJ | 461 | $65.7M | $689K |
| 8 | LA FRONTERA CENTER, INC. LA FRONTERA CENTER, INC. 403(B) PLAN | TUCSON AZ | 1,423 | $21.0M | $686K |
| 9 | WESTMONT HOSPITALITY MANAGEMENT, LLC WESTMONT HOSPITALITY GROUP 401(K) PLAN | HOUSTON TX | 3,841 | $53.8M | $637K |
| 10 | GEARHEART COMMUNICATIONS COMPANY, INC. GEARHEART COMMUNICATIONS COMPANY, INC. 401(K) PLAN | HAROLD KY | 134 | $13.5M | $597K |
