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 | FISCHER MANAGEMENT, LLC FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST | ERLANGER KY | 869 | $94.7M | $4.5M |
| 2 | SKYWARD SERVICE GROUP SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN | HOUSTON TX | 584 | $54.9M | $1.7M |
| 3 | NEW ENGLAND LIFE CARE, INC. NEW ENGLAND LIFE CARE, INC. 403(B) RETIREMENT PLAN | SCARBOROUGH ME | 498 | $30.1M | $1.2M |
| 4 |
| LIVEACTION, INC. LIVEACTION 401(K) PLAN |
CAMPBELL CA |
| 82 |
| $15.7M |
| $755K |
| 5 | PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON WI | 111 | $22.9M | $276K |
| 6 | ELECNOR HAWKEYE, LLC ELECNOR HAWKEYE, LLC 401(K) PLAN | HAUPPAUGE NY | 160 | $16.7M | $194K |
| 7 | TOUCHSTONE BEHAVIORAL HEALTH TOUCHSTONE BEHAVIORAL HEALTH 401(K) PLAN | PHOENIX AZ | 189 | $4.0M | $34K |
