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 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 153 | $30.1M | $893K |
| 2 | MILESTONE TECHNOLOGIES, INC MILESTONE TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN | FREMONT CA | 1,900 | $63.8M | $800K |
| 3 | THE INDEPENDENCE SCHOOL, INC. THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN | NEWARK DE | 121 | $22.7M | $699K |
| 4 |
| DIMENSIONAL INNOVATIONS, INC. DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN |
SHAWNEE MISSION KS |
| 236 |
| $17.0M |
| $605K |
| 5 | INSURANCE AND BENEFITS TRUST OF THE PORAC INSURANCE AND BENEFITS TRUST OF THE PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA - SAFETY | SACRAMENTO CA | 20,412 | $8.1M | $477K |
| 6 | INSURANCE AND BENEFITS TRUST OF THE PORAC - NON-SAFETY INSURANCE AND BENEFITS TRUST OF THE PORAC - NON-SAFETY | SACRAMENTO CA | 1,411 | $1.0M | $477K |
| 7 | MAJOR LEAGUE SOCCER LLC MAJOR LEAGUE SOCCER 401(K) PLAN | NEW YORK NY | 1,158 | $176.7M | $467K |
| 8 | CHARLES D. JONES & COMPANY, INC. CHARLES D. JONES & COMPANY, INC. 401(K) PLAN | RIVERSIDE MO | 175 | $14.2M | $421K |
| 9 | MIZE CPAS INC. MIZE CPAS INC. 401(K) PLAN | TOPEKA KS | 307 | $36.4M | $398K |
| 10 | COGNIA, INC. COGNIA ERISA 403(B) PLAN | ALPHARETTA GA | 423 | $101.6M | $397K |
