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 | EXCEL ENGINEERING, INC. EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC WI | 327 | $80.5M | $2.2M |
| 2 | PREIT SERVICES, LLC PREIT SERVICES, LLC PROFIT-SHARING 401(K) PLAN | PHILADELPHIA PA | 194 | $53.1M | $1.8M |
| 3 | AIRLINE TARIFF PUBLISHING CO. ATPCO 401 (K) SAVINGS PLAN | HENDON VA | 401 | $146.1M | $1.5M |
| 4 |
| ADOLFSON & PETERSON, INC. ADOLFSON & PETERSON, INC. SALARY SAVINGS PLAN |
MINNEAPOLIS MN |
| 566 |
| $84.2M |
| $1.2M |
| 5 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $1.2M |
| 6 | FRANKLIN MANAGEMENT, INC. DON FRANKLIN AUTO 401(K) PLAN | SOMERSET KY | 788 | $18.7M | $1.1M |
| 7 | FOUNDERS FEDERAL CREDIT UNION FOUNDERS FEDERAL CREDIT UNION DEFINED CONTRIBUTION PLAN | LANCASTER SC | 846 | $138.2M | $1.1M |
| 8 | DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 401(K)/PROFIT SHARING PLAN OF DEAN MEAD | ORLANDO FL | 102 | $34.3M | $1.0M |
| 9 | MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE IL | 6,585 | $1.1B | $956K |
| 10 | NORTHWEST FEDERAL CREDIT UNION NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | HERNDON VA | 546 | $120.8M | $831K |
