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 | FOREFRONT MANAGEMENT, LLC FOREFRONT DERMATOLOGY 401(K) PLAN | MANITOWOC WI | 0 | $0 | $15.6M |
| 2 | THE PROPHET CORPORATION THE PROPHET CORPORATION TAX DEFERRED SAVINGS PLAN & TRUST | OWATONNA MN | 157 | $10.7M | $2.6M |
| 3 | SIMPLICITY CREDIT UNION SIMPLICITY CREDIT UNION CAPITAL ACCUMULATION PLAN | MARSHFIELD WI | 112 | $10.1M | $1.3M |
| 4 |
| ORTHALIGN, INC. ORTHALIGN 401(K) PLAN |
IRVINE CA |
| 125 |
| $6.1M |
| $638K |
| 5 | ATLAS MECHANICAL, INC. ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN | SAN DIEGO CA | 249 | $7.0M | $594K |
| 6 | CAREXM, LLC CAREXM, LLC 401(K) RETIREMENT SAVINGS PLAN | WEST JORDAN UT | 465 | $4.7M | $561K |
| 7 | COX OPERATING, LLC COX OPERATING, LLC 401(K) P/S PLAN | HOUSTON TX | 0 | $20.6M | $551K |
| 8 | AVR, LLC TEAMSTERS LOCAL UNION NO. 120 MONEY PURCHASE PENSION PLAN | APPLE VALLEY MN | 98 | $21.9M | $286K |
| 9 | HOME FEDERAL SAVINGS BANK HOME FEDERAL SAVINGS BANK 401(K) RETIREMENT PLAN | ROCHESTER MN | 30 | $33.3M | $204K |
| 10 | UNITED HOSPITAL DISTRICT, INC. UNITED HOSPITAL DISTRICT 403(B) PLAN | BLUE EARTH MN | 298 | $20.8M | $146K |
