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 | PIERSON FERDINAND LLP PIERSON FERDINAND LLP 401(K) PLAN | BRASELTON GA | 230 | $14.7M | $9.6M |
| 2 | ARMED FORCES INSURANCE EXCHANGE ARMED FORCES INSURANCE RETIREMENT SAVINGS PLAN | LEAVENWORTH KS | 135 | $42.6M | $4.6M |
| 3 | HALVIK CORP HALVIK CORP. 401(K) PLAN | VIENNA VA | 352 | $21.0M | $1.0M |
| 4 |
| INFINITY HOME SERVICES ACQUISITION, LLC INFINITY HOME SERVICES 401(K) P/S PLAN |
BROOKFIELD WI |
| 925 |
| $17.9M |
| $861K |
| 5 | B4CORP B4CORP 401(K) PLAN | LEESBURG VA | 102 | $22.4M | $813K |
| 6 | THE HARBOR HEALTH TEAM, INC. HARBOR HEALTH TEAM 401(K) PLAN | AUSTIN TX | 238 | $3.7M | $700K |
| 7 | COX ENGINEERING COMPANY COX ENGINEERING COMPANY 401(K) PLAN AND TRUST | RANDOLPH MA | 126 | $29.0M | $590K |
| 8 | TUCKAHOE HOLDINGS, LLC TUCKAHOE HOLDINGS 401(K) PLAN | RICHMOND VA | 2,291 | $33.9M | $441K |
| 9 | NELSON TIRE, INC. NELSON TIRE 401(K) PLAN | THE DALLES OR | 1,022 | $5.0M | $419K |
| 10 | ACORE CAPITAL, LP ACORE CAPITAL 401(K) PLAN | SAN FRANCISCO CA | 123 | $16.8M | $359K |
