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 | R.F. MACDONALD COMPANY R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN | HAYWARD CA | 271 | $49.2M | $1.5M |
| 2 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $828K |
| 3 | JOINT BOARD OF TRUSTEESS THE UNITED CONSTRUCTION WORKERS RETIREMENT AND 401(K) SAVINGS PLAN | GRANGER IN | 69 | $11.5M | $614K |
| 4 | THE YALE CLUB OF NEW YORK CITY THE YALE CLUB OF NEW YORK CITY 401(K) PLAN | NEW YORK NY | 200 | $13.5M | $424K |
| 5 | DUETTO RESEARCH, INC. DUETTO RESEARCH, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 118 | $13.4M | $266K |
| 6 | SOUTHWEST ARKANSAS COUNSELING AND MENTAL HEALTH CENTER SOUTHWEST ARKANSAS COUNSELING AND MENTAL HEALTH CENTER, INC | TEXARKANA AR | 148 | $2.7M | $133K |
| 7 | ENTERPRISE EVENTS GROUP, INC. ENTERPRISE EVENTS GROUP, INC. 401K PROFIT SHARING PLAN | SAN RAFEL CA | 217 | $14.0M | $120K |
| 8 | CARITAS MANAGEMENT CORP. CARITAS MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 198 | $4.2M | $84K |
| 9 | JEFFERSON VALLEY OPERATIONS, INC. JEFFERSON VALLEY RACQUET & FITNESS CLUB 401K | JEFFERSON VALLEY NY | 151 | $11.8M | $37K |
| 10 | THE LEARNING TREE, INC. THE LEARNING TREE, INC. 403(B) PLAN | MOBILE AL | 417 | $3.1M | $10K |
