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 | CLYDE COMPANIES, INC. CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | OREM UT | 3,752 | $326.3M | $1.4M |
| 2 | MERIT MEDICAL SYSTEMS, INC. MERIT MEDICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SOUTH JORDAN UT | 3,324 | $217.1M | $1.2M |
| 3 | LOZANO SMITH LLP LOZANO SMITH 401(K) PROFIT SHARING PLAN | FRESNO CA | 203 | $47.4M | $1.2M |
| 4 |
| MOUNTAINLANDS COMMUNITY HEALTH CENTER 403(B) THRIFT PLAN OF MOUNTAINLANDS COMMUNITY HEALTH CENTER |
PROVO UT |
| 197 |
| $15.1M |
| $511K |
| 5 | PHYSICIANS HEALTH PLAN OF NORTHERN PHPNI RETIREMENT PLAN | FORT WAYNE IN | 146 | $24.2M | $408K |
| 6 | CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 611 | $94.7M | $385K |
| 7 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN | MONTEREY CA | 138 | $43.7M | $201K |
| 8 | R.A JONES & CO. INC. PACKAGING TECHNOLOGIES PENSION PLAN FOR HOURLY EMPLOYEES | DAVENPORT IA | 18 | $8.9M | $199K |
| 9 | FCARCHITECTS INC FCARCHITECTS INC 401(K) PROFIT SHARING PLAN & TRUST | PHILADELPHIA PA | 147 | $19.4M | $172K |
| 10 | CARE ONE MANAGEMENT, LLC HEALTHBRIDGE MANAGEMENT 401(K) PLAN | FORT LEE NJ | 3,304 | $85.4M | $171K |