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 | NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM CA | 11,059 | $205.6M | $16.5M |
| 2 | MILSCO, LLC MILSCO RETIREMENT PLAN | MILWAUKEE WI | 306 | $33.2M | $3.9M |
| 3 | FRANK, RIMERMAN + CO. LLP FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN | SAN JOSE CA | 791 | $109.1M | $1.4M |
| 4 |
| WBC HOLDINGS, L.P. WBC HOLDINGS, L.P. CASH BALANCE RETIREMENT PLAN |
CHICAGO IL |
| 209 |
| $102.9M |
| $1.2M |
| 5 | DNA TWOPOINTO, INC., DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST | NEWARK CA | 139 | $29.5M | $353K |
| 6 | STERLING MOTORS, LTD, DBA STERLING BMW THE STERLING BMW RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 95 | $3.4M | $35K |
| 7 | FIRST NATIONAL HEALTH SERVICES, LLC FIRST NATIONAL HEALTH SERVICES 401(K) PLAN | TAYLORSVILLE UT | 219 | $3.2M | $11K |
| 8 | SOUTH PENINSULA HOSPITAL, INC. SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES | HOMER AK | 400 | $9.7M | $3K |
