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 | CHARLOTTE COUNTRY DAY SCHOOL CHARLOTTE COUNTRY DAY SCHOOL RETIREMENT PLAN | CHARLOTTE NC | 427 | $91.0M | $1.1M |
| 2 | PARK BANK PARK BANK 401(K) PLAN | MADISON WI | 151 | $25.2M | $449K |
| 3 | SUPERIOR GROUP OF COMPANIES, INC SUPERIOR GROUP OF COMPANIES INC. 401(K) PLAN | ST. PETERSBURG FL | 613 | $44.3M | $435K |
| 4 |
| TABOR STREET GROUP, LLC TABORSTREET 401(K) RETIREMENT PLAN |
OMAHA NE |
| 833 |
| $90.7M |
| $386K |
| 5 | NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC. NATIONAL FEDERATION OF INDEPENDENT BUSINESS RETIREMENT SAVINGS PLAN | NASHVILLE TN | 596 | $113.5M | $322K |
| 6 | WEBSTER INDUSTRIES, INC WEBSTER INDUSTRIES TIFFIN COLLECTIVE BARGAINING UNITS | TIFFIN OH | 189 | $6.1M | $256K |
| 7 | FRACTAL ANALYTICS, INC. FRACTAL ANALYTICS, INC. RETIREMENT TRUST | NEW YORK NY | 391 | $13.9M | $243K |
| 8 | ALEXANDRA LOZANO IMMIGRATION LAW ALEXANDRA LOZANO IMMIGRATION LAW 401(K) PLAN | TUKWILA WA | 172 | $3.2M | $222K |
| 9 | PSB INSIGHTS, LLC PSB INSIGHTS, LLC 401(K) PLAN | WASHINGTON DC | 81 | $16.3M | $180K |
| 10 | SAN FRANCISCO FIRE CREDIT UNION SAN FRANCISCO FIRE CREDIT UNION 401(K) PLAN & TRUST | SAN FRANCISCO CA | 168 | $30.2M | $158K |
