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 | SYNEOS HEALTH SYNEOS HEALTH SAVINGS AND RETIREMENT PLAN | MORRISVILLE NC | 9,827 | $1.6B | $9.2M |
| 2 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $2.1M |
| 3 | OREGON STATE CREDIT UNION OREGON STATE CREDIT UNION 401(K) PLAN | CORVALLIS OR | 295 | $47.0M | $596K |
| 4 |
| SOUTH OXFORD MANAGEMENT LLC SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN |
DALLAS TX |
| 433 |
| $19.3M |
| $513K |
| 5 | PATRIOT FEDERAL CREDIT UNION PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | CHAMBERSBURG PA | 178 | $17.6M | $325K |
| 6 | APPLIED CONTROL MANAGEMENT, INC. APPLIED CONTROL EQUIPMENT 401(K) PLAN | ENGLEWOOD CO | 228 | $35.1M | $115K |
| 7 | NORTH AMERICAN HOLDINGS, INC. NORTH AMERICAN COMPANIES 401(K) RETIREMENT PLAN | BISMARCK ND | 882 | $31.7M | $112K |
| 8 | PAYTECH, INC. PAYTECH, INC. 401(K) PLAN | DENVER CO | 126 | $12.3M | $107K |
| 9 | VALLUZZO COMPANIES, LLC VALLUZZO COMPANIES, LLC 401(K) RETIREMENT PLAN | BATON ROUGE LA | 1,123 | $23.3M | $79K |
| 10 | OMEGA WORLD TRAVEL, INC. OMEGA WORLD TRAVEL 401(K) SAVINGS PLAN | FAIRFAX VA | 276 | $16.5M | $77K |
