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 | SULLIVAN INVESTMENT CO., INC. SULLIVAN COMPANIES RETIREMENT TRUST | NORWELL MA | 1,331 | $102.9M | $660K |
| 2 | GOHEALTH HOLDINGS, LLC GOHEALTH 401(K) PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 2,147 | $49.3M | $551K |
| 3 | KLABEN AUTOMOTIVE GROUP, INC. KLABEN AUTOMOTIVE GROUP EMPLOYEES RETIREMENT PLAN | KENT OH | 230 | $23.8M | $540K |
| 4 |
| SERVER SUITES, LLC SERVER SUITES, LLC 401K & PROFIT SHARING PLAN |
LOVELAND OH |
| 101 |
| $9.9M |
| $473K |
| 5 | CLAFLIN UNIVERSITY CLAFLIN UNIVERSITY DC RETIREMENT PLAN | ORANGEBURG SC | 261 | $32.9M | $279K |
| 6 | ATLANTA SPEECH SCHOOL, INC. ATLANTA SPEECH SCHOOL, INC. RETIREMENT PLAN | ATLANTA GA | 240 | $35.9M | $72K |
| 7 | CLAFLIN UNIVERSITY CLAFLIN UNIVERSITY 403(B) TDA PLAN | ORANGEBURG SC | 66 | $6.9M | $52K |
