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 | LAKE/FLATO ARCHITECTS, INC. LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 143 | $24.8M | $2.2M |
| 2 | R.A. SMITH, INC. R.A. SMITH, INC. 401(K) PLAN | BROOKFIELD WI | 211 | $55.9M | $1.6M |
| 3 | GRAND VALLEY MEDICAL SPECIALIST, PLC GRAND VALLEY MEDICAL SPECIALISTS, PLC PROFIT SHARING PLAN | WYOMING MI | 68 | $15.9M | $634K |
| 4 |
| ENERGY ENGINEERING ASSOCIATES, INC. ENERGY ENGINEERING ASSOCIATES, INC 401(K) PROFIT SHARING PLAN |
AUSTIN TX |
| 109 |
| $14.5M |
| $522K |
| 5 | SIGMA INTERNATIONAL GROUP SIGMA CORPORATION 401(K) PLAN | CREAM RIDGE NJ | 367 | $30.2M | $488K |
| 6 | SPAHN & ROSE LUMBER CO. SPAHN & ROSE LUMBER CO EMPLOYEE'S 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 392 | $34.3M | $324K |
| 7 | S&K DISTRIBUTION, LLC NEW CASTLE BUILDING PRODUCTS 401(K) PLAN | WHITE PLAINS NY | 378 | $23.2M | $307K |
| 8 | PRESBYTERIAN SENIORCARE PRESBYTERIAN SENIORCARE DEFINED CONTRIBUTION PLAN | OAKMONT PA | 599 | $22.2M | $273K |
| 9 | PIAZZA MANAGEMENT COMPANY PIAZZA MANAGEMENT COMPANY 401(K) PLAN | KING OF PRUSSIA PA | 1,203 | $72.8M | $266K |
| 10 | EXECUTIVE CONSTRUCTION INC. EXECUTIVE CONSTRUCTION INC 401(K) SAVINGS PLAN | HILLSIDE IL | 92 | $27.2M | $260K |
