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 | BUSH ROSS, P.A. BUSH ROSS, P.A. 401(K) PROFIT SHARING PLAN | TAMPA FL | 111 | $37.4M | $536K |
| 2 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $529K |
| 3 | KNOWBE4, INC. KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 1,232 | $57.2M | $518K |
| 4 |
| RICHARDSON INDUSTRIES, INC. RICHARDSON INDUSTRIES, INC. 401(K) PLAN |
SHEBOYGAN FALLS WI |
| 180 |
| $19.0M |
| $359K |
| 5 | N.E.W. INDUSTRIES, INC. N. E. W. INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | STURGEON BAY WI | 169 | $8.9M | $199K |
| 6 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $110K |
| 7 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $90K |
| 8 | NORTH SHORE HEALTHCARE, LLC NORTH SHORE HEALTHCARE, LLC RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 3,364 | $18.9M | $64K |
| 9 | NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK NY | 375 | $34.7M | $62K |
| 10 | SUNWARD STEEL BUILDINGS, INC. SUNWARD STEEL BUILDINGS, INC. 401(K) PLAN | DENVER CO | 114 | $4.5M | $61K |
