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 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN | TAMPA FL | 1,268 | $123.0M | $1.0M |
| 2 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $795K |
| 3 | GUIDEPOINT SECURITY, LLC GUIDEPOINT SECURITY, LLC 401(K) PLAN | HERNDON VA | 969 | $71.0M | $599K |
| 4 |
OWATONNA MN |
| 557 |
| $108.4M |
| $337K |
| 5 | PADILLA SPEER BEARDSLEY INC. AVENIR GLOBAL US RETIREMENT PLAN | MINNEAPOLIS MN | 180 | $39.6M | $282K |
| 6 | THE HONEY BAKED HAM COMPANY, LLC THE HONEY BAKED HAM COMPANY, LLC 401K PLAN AND TRUST | ALPHARETTA GA | 4,415 | $37.4M | $221K |
| 7 | LOR, INC. LOR, INC. 401(K) PLAN | ATLANTA GA | 600 | $70.4M | $203K |
| 8 | BOLD NORTH AMERICA, LLC BOLD NORTH AMERICA, LLC 401(K) PLAN | DELRAY BEACH FL | 208 | $17.5M | $146K |
| 9 | VISTA HIGHER LEARNING, INC. VISTA HIGHER LEARNING, INC. 401(K) PLAN | BOSTON MA | 198 | $27.5M | $120K |
| 10 | ASPEN GROUP, INC. ASPEN GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | PHOENIX AZ | 670 | $5.7M | $86K |
