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 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $1.5M |
| 2 | HUNTSWORTH GROUP, INC. INIZIO USA 401(K) PLAN | YARDLEY PA | 1,094 | $132.9M | $683K |
| 3 | SWANER HARDWOOD CO., INC. SWANER HARDWOOD CO., INC. PROFIT SHARING PLAN | BURBANK CA | 126 | $12.6M | $623K |
| 4 |
| GEORGETOWN DAY SCHOOL, INC. GEORGETOWN DAY SCHOOL, INC. 403(B) RETIREMENT PLAN |
WASHINGTON DC |
| 357 |
| $106.2M |
| $521K |
| 5 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $361K |
| 6 | TRESCA BROTHERS SAND AND GRAVEL, INC. TRESCA BROTHERS SAND AND GRAVEL, INC. PROFIT SHARING 401(K) PLAN | MILLIS MA | 118 | $13.9M | $297K |
| 7 | VSOLVIT LLC VSOLVIT LLC 401(K) PROFIT SHARING PLAN | VENTURA CA | 360 | $21.9M | $125K |
| 8 | NUCLEUS GROUP HOLDINGS, INC. INIZIO 401(K) SALARY REDUCTION PLAN & TRUST | ATLANTA GA | 339 | $48.9M | $45K |
