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 | MOTLEY RICE LLC MOTLEY RICE LLC EMPLOYEE RETIREMENT SAVINGS PLAN | MT. PLEASANT SC | 340 | $118.8M | $1.2M |
| 2 | BOYS & GIRLS CLUBS OF AMERICA BOYS & GIRLS CLUB WORKERS ASSOCIATION | LEXINGTON KY | 7,281 | $14.5M | $440K |
| 3 | LIFEPOINT HEALTH, INC. LIFEPOINT MARQUETTE PENSION PLAN | BRENTWOOD TN | 53 | $42.1M | $430K |
| 4 |
| DAVID VOLKERT & ASSOCIATES, INC. DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN |
MOBILE AL |
| 1,715 |
| $105.9M |
| $216K |
