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 | TRILOGY MANAGEMENT SERVICES, LLC TRILOGY MANAGEMENT SERVICES, LLC RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 13,844 | $193.7M | $8.0M |
| 2 | HELIGROUP HOLDINGS, INC. HELIGROUP HOLDINGS, INC. 401(K) PLAN | HOWELL MI | 247 | $19.9M | $2.3M |
| 3 | SYN-TECH SYSTEMS, INC. SYN-TECH SYSTEMS RETIREMENT PLAN | TALLAHASSEE FL | 171 | $42.8M | $1.9M |
| 4 |
| THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFIT CORPORAT DENVER MUSEUM OF NATURE & SCIENCE RETIREMENT PLAN |
DENVER CO |
| 525 |
| $38.3M |
| $1.6M |
| 5 | THE SPEECH PATHOLOGY GROUP, INC. THE COMMUNICATIONS GROUP 401(K) PLAN | WALNUT CREEK CA | 1,484 | $37.7M | $414K |
| 6 | MCCRAW OIL/KWIK CHEK MCCRAW OIL/KWIK CHEK 401(K) PLAN | BONHAM TX | 948 | $9.1M | $71K |
| 7 | GOODWILL OF THE GREAT PLAINS 401(K) PLAN OF GOODWILL OF THE GREAT PLAINS | SIOUX CITY IA | 260 | $6.7M | $43K |
| 8 | SPARTAN ELECTRIC CO., INC. SPARTAN ELECTRIC PROFIT SHARING PLAN & TRUST | IJAMSVILLE MD | 113 | $8.5M | $5K |
