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 | TURNER ENTERPRISES MANAGEMENT, LLC TURNER ENTERPRISES MANAGEMENT, LLC 401(K) PLAN | ATLANTA GA | 234 | $38.8M | $1.8M |
| 2 | UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO CA | 3,713 | $169.6M | $1.6M |
| 3 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | SPARKS MD | 559 | $68.2M | $1.1M |
| 4 |
| JACKSON HEALTHCARE, LLC JACKSON HEALTHCARE 401(K) SAVINGS PLAN |
ALPHARETTA GA |
| 2,412 |
| $210.6M |
| $971K |
| 5 | COLONY BANKCORP, INC. COLONY BANKCORP, INC. 401(K) PLAN | ALBANY GA | 483 | $34.3M | $956K |
| 6 | ISO POLY FILMS, INC. ISO POLY FILMS, INC. 401(K) RETIREMENT PLAN | POMPANO BEACH FL | 657 | $23.8M | $750K |
| 7 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $612K |
| 8 | LIFE CYCLE ENGINEERING, INC. LCE EMPLOYEE SAVINGS PLAN | NORTH CHARLESTON SC | 525 | $68.9M | $575K |
| 9 | STEINBERG HART STEINBERG HART 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 103 | $35.5M | $455K |
| 10 | EXCHANGE COMPANY EXCHANGE COMPANY 401(K) PLAN | KEARNEY NE | 174 | $16.9M | $376K |
