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 | CAH HOLDINGS, INC. CAH HOLDINGS INC SECTION 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 583 | $58.3M | $1.7M |
| 2 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $1.1M |
| 3 | MORROW COUNTY GRAIN GROWERS, INC. MORROW COUNTY GRAIN GROWERS, INC. SSP | LEXINGTON OR | 66 | $12.0M | $465K |
| 4 |
| RCR ENTERPRISES, LLC RCR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN |
WELCOME NC |
| 379 |
| $39.0M |
| $439K |
| 5 | FOX ELECTRIC I, LTD. FOX ELECTRIC I, LTD. 401(K) PLAN | ARLINGTON TX | 269 | $16.5M | $376K |
| 6 | HBK SORCE FINANCIAL, LLC HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 116 | $25.7M | $352K |
| 7 | MOODY INSURANCE AGENCY, INC. MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | DENVER CO | 130 | $18.6M | $336K |
| 8 | BORSHEIM JEWELRY COMPANY, INC. BORSHEIM JEWELRY COMPANY 401(K) SAVINGS PLAN | OMAHA NE | 186 | $20.9M | $322K |
| 9 | POWERSECURE, INC. POWERSECURE, INC. 401(K) RETIRMENT PLAN | DURHAM NC | 848 | $69.6M | $303K |
| 10 | STAR EXHIBITS & ENVIRONMENTS, INC. STAR EXHIBITS & ENVIRONMENTS, INC. 401K PROFIT SHARING PLAN | MINNEAPOLIS MN | 248 | $15.6M | $295K |
