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 | BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL IN | 559 | $114.6M | $5.3M |
| 2 | HEDRICK GARDNER KINCHELOE & GAROFALO, LLP HEDRICK GARDNER RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $45.4M | $1.7M |
| 3 | TREANOR INC. TREANOR INC. 401(K) PROFIT SHARING PLAN | LAWRENCE KS | 160 | $35.4M | $1.6M |
| 4 |
| AMERICAN ASSOCIATION OF ADVERTISING AGENCIES, INC. AAAA STAFF TAX-DEFERRED SAVINGS PLAN |
NEW YORK NY |
| 88 |
| $28.9M |
| $1.2M |
| 5 | CONIFER REALTY LLC CONIFER REALTY LLC RETIREMENT SAVINGS PLAN | ROCHESTER NY | 520 | $24.6M | $544K |
| 6 | REDDING RANCHERIA REDDING RANCHERIA ENTERPRISE 401(K) PLAN | REDDING CA | 419 | $25.6M | $527K |
| 7 | KATALYST TECHNOLOGIES, INC. KATALYST TECHNOLOGIES 401(K) PLAN | EVANSTON IL | 0 | $8.1M | $323K |
| 8 | PHILIP HEALTH SERVICES, INC. PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN | PHILIP SD | 112 | $7.5M | $287K |
| 9 | UNITEK LEARNING EDUCATION GROUP CORP. UNITEK 401(K) PLAN | NEWPORT BEACH CA | 1,647 | $33.9M | $256K |
| 10 | JAMES-BATES-BRANNAN-GROOVER LLP JAMES-BATES-BRANNAN-GROOVER LLP 401(K) PLAN | MACON GA | 113 | $12.7M | $186K |
