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 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $1.7M |
| 2 | PULAU CORPORATION PULAU CORPORATION 401K SALARY REDUCTION PLAN | ORLANDO FL | 424 | $17.0M | $1.4M |
| 3 | REGENCY INTEGRATED HEALTH SERVICES REGENCY INTEGRATED HEALTH SERVICES 401(K) PLAN | VICTORIA TX | 9,579 | $13.5M | $790K |
| 4 |
| RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN |
ORLANDO FL |
| 173 |
| $92.3M |
| $758K |
| 5 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER 401(K) PLAN | SPOKANE WA | 838 | $225.8M | $582K |
| 6 | OLIVER HEALTHCARE PACKAGING COMPANY OLIVER HEALTHCARE PACKAGING COMPANY 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 1,042 | $95.9M | $515K |
| 7 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER REPRESENTED 401(K) PLAN | SPOKANE WA | 1,447 | $226.0M | $477K |
| 8 | HUDSON AUTOMOTIVE GROUP HUDSON AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN | DANIEL ISLAND SC | 3,271 | $92.3M | $307K |
| 9 | COMMUNITY WEST BANK COMMUNITY WEST BANK RETIREMENT PLAN | FRESNO CA | 345 | $44.5M | $307K |
| 10 | FARMERS ALLIANCE MUTUAL INSURANCE COMPANY FARMERS ALLIANCE COMPANIES 401(K) PLAN | MCPHERSON KS | 246 | $59.1M | $204K |
