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 | LMH SERVICE, INC. THE LMH 401(K) RETIREMENT AND SAVINGS PLAN | HUNTINGTON BEACH CA | 1,520 | $54.2M | $1.3M |
| 2 | UNIVERSITY OF NORTHWESTERN - ST. PAUL UNIVERSITY OF NORTHWESTERN - ST. PAUL 403(B) PLAN | ST. PAUL MN | 844 | $69.5M | $739K |
| 3 | PREMIER THERAPY LLC PREMIER THERAPY LLC EMPLOYEES' 401(K) PLAN | BEAVER FALLS PA | 1,063 | $20.2M | $511K |
| 4 |
| THE FRISCH SCHOOL THE FRISCH SCHOOL 401(K) PLAN |
PARAMUS NJ |
| 168 |
| $36.3M |
| $507K |
| 5 | GAUDENZIA, INC. GAUDENZIA 403B PLAN | NORRISTOWN PA | 1,043 | $19.6M | $347K |
| 6 | STAHL SHEAFFER ENGINEERING, LLC STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN | STATE COLLEGE PA | 125 | $10.7M | $271K |
| 7 | HERITAGE FINANCIAL CREDIT UNION HERITAGE FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN | MIDDLETOWN NY | 127 | $7.4M | $86K |
| 8 | LAKESHORE EMPLOYMENT INC LAKESHORE EMPLOYMENT INC 401(K) PROFIT SHARING PLAN AND TRUST | SKOKIE IL | 431 | $5.2M | $19K |
